JOSS BROWN WEALTH ADVISORS GROUP LLC

JOSS BROWN WEALTH ADVISORS
WILLIAMSBURG, Virginia·2 registered advisors·CRD# 324719
SEC# 801-1272231757-903-2127
01

Firm Overview

AUM
$116M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
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
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JOSS BROWN WEALTH ADVISORS GROUP LLC

2 registered advisors
Daniel Dryden Joss
WILLIAMSBURG, Virginia
Katherine Lynette Brown
WILLIAMSBURG, Virginia
05

Office Locations

WILLIAMSBURG, Virginia
2 advisors

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Data sourced from SEC Form ADV filings. JOSS BROWN WEALTH ADVISORS GROUP LLC (CRD# 324719) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.