DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > virginia > williamsburg
JOSS BROWN WEALTH ADVISORS
Tel: 757-903-2127
1321 Jamestown Road, Suite 201 Williamsburg, Virginia 23185
JOSS BROWN WEALTH ADVISORS
JOSS BROWN WEALTH ADVISORS is a Williamsburg, Virginia based financial advisory firm with nearly $139,322,250 in assets under management and provides investment advisory services for 535 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
324719
SEC#:
801-127223
No. of Clients:
535
Assets under Management
$139,322,250
No. of Advisors:
5
More Financial Advisory Firms in Williamsburg, Virginia
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| SANDS CAPITAL MANAGEMENT, LLC | 137610 | 181 |
| INVESTURE, LLC | 130099 | 47 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | 99 |
| VEST FINANCIAL LLC | 165976 | 27 |
| THOMPSON SIEGEL & WALMSLEY LLC | 105726 | 68 |
| CORNERSTONE PARTNERS | 311296 | 30 |
More Firms in Williamsburg, Virginia >>