M.k. Brown Wealth Advisory
M.k. Brown Wealth Advisory (CRD# 121269) is a financial advisory firm headquartered in Oakwood, OH. They manage $149,000,000 in 290 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management149MILLION
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Total Number of Accounts290ACCOUNTS
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Average Account Value$513,793
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH
Financial Advisors at M.k. Brown Wealth Advisory
1
Martin Brown (CRD# 1163111) is an Investment Advisor Representative working at M.k. Brown Wealth Advisory in Oakwood, OH and has over 40 years of experience in the finance industry.
2
Elizabeth Kussman (CRD# 5012642) is an Investment Advisor Representative working at M.k. Brown Wealth Advisory in Dayton, OH and has over 17 years of experience in the finance industry.
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