BROWN MCLEOD, INC

BROWN FINANCIAL ADVISORY
FAIRHOPE, Alabama·2 registered advisors·CRD# 155548
SEC# 801-791510251-928-9498
01

Firm Overview

AUM
$301M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BROWN MCLEOD, INC

2 registered advisors
Daniel Scott Mcleod
FAIRHOPE, Alabama
Joshua Wyatt Lancaster
FAIRHOPE, Alabama
05

Office Locations

FAIRHOPE, Alabama
2 advisors

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Data sourced from SEC Form ADV filings. BROWN MCLEOD, INC (CRD# 155548) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.