J M BROWN FINANCIAL PARTNERS
  • J M BROWN FINANCIAL PARTNERS
  • J M BROWN & ASSOCIATES, INC.
  • ROSEROCK INVESTMENT SOLUTIONS
  • J M BROWN AND ASSOCIATES INC.

Adviser Profile

As of Date 07/26/2024
Registration status Registration Changed to J M BROWN & ASSOCIATES, INC.
ADV Location TULSA, OK, United States
Contact Info 918 xxxxxxx
Websites
AUM* 120,000,000
of that, discretionary 118,000,000
Number of Employees 7
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 167,598
% High Net Worth 9.84%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees