BROWN FINANCIAL MANAGEMENT GROUP, LLC
CRD #282501 SEC #801-107128 LATHAM, NY 518-464-9974
SEC Registered
Total AUM
$56.8M
Discretionary
$55M
Employees
3
Clients
0
Accounts
111
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $56.8M | $55M | $1.9M | 3 | 0 |
| Feb 2025 | $56.8M | $55M | $1.9M | 3 | 0 |
| Mar 2024 | $46.4M | $44.6M | $1.7M | 2 | 0 |
| Mar 2024 | $46.4M | $44.6M | $1.7M | 2 | 0 |
| Apr 2023 | $46.2M | $44.5M | $1.7M | 2 | 0 |
| Apr 2023 | $46.2M | $44.5M | $1.7M | 2 | 0 |
| Mar 2023 | $46.2M | $44.5M | $1.7M | 2 | 0 |
| Mar 2023 | $46.2M | $44.5M | $1.7M | 2 | 0 |
| Oct 2022 | $51.5M | $49.4M | $2.1M | 2 | 0 |
| Mar 2022 | $51.5M | $49.4M | $2.1M | 2 | 0 |
| Mar 2022 | $51.5M | $49.4M | $2.1M | 2 | 0 |
| Mar 2021 | $51.2M | $49.3M | $1.9M | 2 | 0 |
| Mar 2021 | $51.2M | $49.3M | $1.9M | 2 | 0 |
| Jun 2020 | $48.4M | $46.7M | $1.7M | 2 | 1 |
| Mar 2020 | $48.4M | $46.7M | $1.7M | 2 | 1 |
| Aug 2019 | $40.5M | $39.4M | $1.2M | 2 | 0 |
| Mar 2019 | $40.5M | $39.4M | $1.2M | 2 | 0 |
| Mar 2018 | $42M | $40.8M | $1.2M | 2 | 0 |
| Feb 2018 | $42M | $40.8M | $1.2M | 2 | 0 |
| Aug 2017 | $39.6M | $38.5M | $1.1M | 2 | 100 |
| Feb 2017 | $37.3M | $37.3M | $0 | 2 | 100 |
| Nov 2016 | $36.4M | $36.4M | $0 | 1 | 26 |
| Mar 2016 | $36.4M | $36.4M | $0 | 1 | 26 |
| Jan 2016 | $36.4M | $36.4M | $0 | 1 | 26 |
DateFeb 2025
Total AUM$56.8M
Discretionary$55M
Non-Disc.$1.9M
Employees3
Clients0
DateFeb 2025
Total AUM$56.8M
Discretionary$55M
Non-Disc.$1.9M
Employees3
Clients0
DateMar 2024
Total AUM$46.4M
Discretionary$44.6M
Non-Disc.$1.7M
Employees2
Clients0
DateMar 2024
Total AUM$46.4M
Discretionary$44.6M
Non-Disc.$1.7M
Employees2
Clients0
DateApr 2023
Total AUM$46.2M
Discretionary$44.5M
Non-Disc.$1.7M
Employees2
Clients0
DateApr 2023
Total AUM$46.2M
Discretionary$44.5M
Non-Disc.$1.7M
Employees2
Clients0
DateMar 2023
Total AUM$46.2M
Discretionary$44.5M
Non-Disc.$1.7M
Employees2
Clients0
DateMar 2023
Total AUM$46.2M
Discretionary$44.5M
Non-Disc.$1.7M
Employees2
Clients0
DateOct 2022
Total AUM$51.5M
Discretionary$49.4M
Non-Disc.$2.1M
Employees2
Clients0
DateMar 2022
Total AUM$51.5M
Discretionary$49.4M
Non-Disc.$2.1M
Employees2
Clients0
DateMar 2022
Total AUM$51.5M
Discretionary$49.4M
Non-Disc.$2.1M
Employees2
Clients0
DateMar 2021
Total AUM$51.2M
Discretionary$49.3M
Non-Disc.$1.9M
Employees2
Clients0
DateMar 2021
Total AUM$51.2M
Discretionary$49.3M
Non-Disc.$1.9M
Employees2
Clients0
DateJun 2020
Total AUM$48.4M
Discretionary$46.7M
Non-Disc.$1.7M
Employees2
Clients1
DateMar 2020
Total AUM$48.4M
Discretionary$46.7M
Non-Disc.$1.7M
Employees2
Clients1
DateAug 2019
Total AUM$40.5M
Discretionary$39.4M
Non-Disc.$1.2M
Employees2
Clients0
DateMar 2019
Total AUM$40.5M
Discretionary$39.4M
Non-Disc.$1.2M
Employees2
Clients0
DateMar 2018
Total AUM$42M
Discretionary$40.8M
Non-Disc.$1.2M
Employees2
Clients0
DateFeb 2018
Total AUM$42M
Discretionary$40.8M
Non-Disc.$1.2M
Employees2
Clients0
DateAug 2017
Total AUM$39.6M
Discretionary$38.5M
Non-Disc.$1.1M
Employees2
Clients100
DateFeb 2017
Total AUM$37.3M
Discretionary$37.3M
Non-Disc.$0
Employees2
Clients100
DateNov 2016
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees1
Clients26
DateJan 2016
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees1
Clients26