DON Brown - Investment Advisor, LLC
RIASEC Registered
Total AUM
$7.3M
Discretionary
$7.3M
100% of AUM
Avg account
$1.8M
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 159741
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
DON Brown - Investment Advisor, LLC is an independent, LLC-structured registered investment adviser that primarily provides discretionary portfolio management to individuals, families and small businesses. The firm charges clients a percentage-of-assets-under-management fee and does not position itself as a capital allocator or pension consultant. Its practice does not emphasize ESG integration and it is not designated as a multi-state adviser or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Contacts
1 of 1Donald Brown
Owner, Investment Advisor RepresentativeCRD 32170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Legacy Financial Solutions, Inc.
RIAManchester, NH
AUM $7.3MTEAM 2REPS 2
Integ Financial Investment Advisory LLC
RIAAUM $7.3MTEAM 1REPS 1
Hartman Financial Planning
RIASanta Clarita, CA
AUM $7.3MTEAM 1REPS 1
Global Autotrading
RIAAUM $7.3MTEAM 2REPS 2
Armas Capital Management, LLC
RIAHouston, TX
AUM $7.3MTEAM 1REPS 2
BDC Investment Advisors, LLC
RIAAUM $7.3MTEAM 2REPS 2