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Udell Calvin Brown

THE MONITOR GROUP, INC.·MCLEAN, Virginia
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1430 SPRING HILL ROAD, MCLEAN, VA 22102-3022CRD# 1691999Firm CRD# 109589
01

About

Udell Calvin Brown is a registered financial advisor based in MCLEAN, Virginia, affiliated with THE MONITOR GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE MONITOR GROUP, INC.
THE MONITOR GROUP, INC.
AUM
$461M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at THE MONITOR GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1691999
Firm CRD# 109589
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Udell Calvin Brown offer?
Udell Calvin Brown specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MCLEAN, Virginia for a consultation.
What are Udell Calvin Brown's credentials?
Udell Calvin Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Udell Calvin Brown located?
Udell Calvin Brown is based in MCLEAN, Virginia, working with THE MONITOR GROUP, INC.. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does Udell Calvin Brown charge for services?
Udell Calvin Brown's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE MONITOR GROUP, INC.?
THE MONITOR GROUP, INC. has approximately 11 employees and manages $461M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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