BROMAN & GREIG ASSET MANAGEMENT, LLC

Overview

Broman & Greig Asset Management, LLC is a small, privately held advisory firm organized as an LLC that provides fee-based portfolio management to individuals, families and small businesses. The firm operates on a percentage-of-AUM fee model and focuses on managing discretionary portfolios for a concentrated client base. It is not positioned as a pension consultant or institutional allocator and does not identify as an active ESG investor or a multi-state adviser. The firm lists brokerage affiliation in its industry relationships and reports portfolio management for individual and small-business clients as its core advisory activity. Ownership is individual rather than institutional, and the regulatory classification is unclassified in the available data.

Assets & Accounts

Investments & Alternatives