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BROWN FINANCIAL ADVISORS, LLC
BROWN FINANCIAL ADVISORS, LLC
MILFORD, Ohio
·
1 registered advisor
·
CRD# 147056
SEC# 801-119541
4
513-575-9654
01
Firm Overview
AUM
$245M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at BROWN FINANCIAL ADVISORS, LLC
1 registered advisor
Gregory Allen Brown
MILFORD, Ohio
CRD# 5578071
05
Office Locations
MILFORD, Ohio
1 advisor
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Data sourced from SEC Form ADV filings. BROWN FINANCIAL ADVISORS, LLC (CRD# 147056) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.