Brownstone Investment Group, LLC

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
47
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
43884
Registered since
April 17, 1998

Firm profile

FINTRX

Overview

Brownstone Investment Group, LLC is organized as a limited liability company and has been SEC-registered since 1998. FINTRX classifies the firm as Unclassified and lists its owner type as a mix of a domestic entity and an individual. The snapshot flags the firm as not operating as a capital allocator and not identifying as an active ESG investor. It is also noted as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The FINTRX entry provides limited detail about the firm's business model. Fee structure, specific advisory activities, client segments, and other operational descriptions are not specified in the available snapshot.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Douglas Lowey

    Founding Principal, President and CEOCRD 1932929

  • Michelle Hunter

    Michelle Hunter

    Chief Compliance OfficerCRD 2689083

  • Joanne Bartmess

    Joanne Bartmess

    Chief Financial OfficerCRD 2922047

Contacts

3 of 44
  • Brendan Fowler

    Brendan Fowler

    AnalystCRD 7054951

  • Michel Ward

    DirectorCRD 1572256

  • Oliver Mass

    Oliver Mass

    AnalystCRD 7842529

Unlock 41 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth