Large Firm

BROWN ADVISORY

901 South Bond Street, Baltimore MD 21231-3340

Firm Details

The basic information about the firm.

Assets Under Management (AUM)

This is the total number of dollars the firm holds in client assets

$108,331,371,643.00

Number of Accounts

This is the total number of open accounts the firm has under management.

23317

Number of Employees

This is the total number of employees that work at the firm.

657

Investment Employees

Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client

267

Custody of Assets

Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client

True

Services & Fee Structure & Activities

Information about the services offered and fee structure.

Services

Portfolio ManagementCorporate Portfolio ManagementPooled Investment ManagementBusiness Investment ManagementSelection of Other Advisors

Fee Structure

Percentage of Assets Under ManagementFixed Fee

Activities

  • Principal Transactions
  • Trade/Sell Self-Recommended Securities
  • Recommend Own Interest Securities
  • Recommend Underwritten Securities
  • Securities Buy/Sell Client Account
  • Trade Quantity
  • Use of Broker-Dealer
  • Commission Rate

Clients

Information about the firm's clients.

High Net Worth Clients

A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth

2131

High Net Worth AUM

This is the total number of assets under management for all clients the firm identifies as high net worth

$37,190,780,921.00

Pension Profit Sharing Clients

Clients of the firm that participate in a profit sharing plan which the firm performs financial services

72

Charitable Organization Clients

Number of clients the firm identifies as Charitable Organizations

72

Charitable Organization AUM

Total number of assets under management for clients the form identifies as a “charitable organization”

$15,320,778,144.00

Corporate Clients

Corporate clients are any companies that enlist the investment adviser for wealth management services

170

Corporate AUM

Total number of assets under management for clients the form identifies as “corporate”

$4,132,526,328.00

None US Client Percentage

This is the total number of open accounts the firm has under management.

2%