BROWNSTONE INVESTMENT GROUP, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 43884
- Registered since
- April 17, 1998
- Website
- www.brownstone.com
Firm profile
FINTRXOverview
Brownstone Investment Group, LLC is organized as a limited liability company and has been registered with the SEC since 1998. FINTRX classifies the firm as unclassified; its ownership is listed as a mix of a domestic entity and an individual. The profile indicates the firm is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser per FINTRX, and is not listed as a pension consultant or related adviser. The FINTRX snapshot does not include detail on Brownstone’s advisory activities, fee schedules, or client segments, so specifics about its service model and target client types are not available in the provided data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3DOUGLAS LOWEY
Founding Principal, President and CEOCRD 1932929
MICHELLE HUNTER
Chief Compliance OfficerCRD 2689083
JOANNE BARTMESS
Chief Financial OfficerCRD 2922047
Contacts
3 of 44BRENDAN FOWLER
AnalystCRD 7054951
MICHEL WARD
DirectorCRD 1572256
Oliver Mass
AnalystCRD 7842529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 505 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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