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M.K. BROWN WEALTH ADVISORY

Tel: 937-298-8904
2331 Far Hills Ave.
Suite 100
Oakwood, Ohio  45419

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M.K. BROWN WEALTH ADVISORY

M.K. BROWN WEALTH ADVISORY is a Oakwood, Ohio based financial advisory firm with nearly $164,000,000 in assets under management and provides investment advisory services for 293 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Other (THIRD PARTY ADVISORY FEE

Firm CRD#:

121269

SEC#:

801-121348

No. of Clients:

293

Assets under Management

$164,000,000

No. of Advisors:

3

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