FINANCIAL MANAGEMENT SERVICES
  • FINANCIAL MANAGEMENT SERVICES
  • BENJAMIN A. BROWN
  • BROWN, BENJAMIN, A.

Adviser Profile

As of Date 08/03/2024
Registration status Terminated
ADV Location DALLAS, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 280,281,463 18%
of that, discretionary 279,589,227 18%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 878,625 18%
% High Net Worth 71.43% -3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

280M 240M 200M 160M 120M 80M 40M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser KOPION ASSET MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM142.6m #Funds-
Adviser TRIO ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM47.1m #Funds-
Adviser WINDROCK WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM363.2m #Funds1
Adviser WOODWARD FINANCIAL ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM641.5m #Funds-
Adviser VALUES ADDED FINANCIAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM313.7m #Funds-
Adviser MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM524.4m #Funds-
Adviser VERITY WEALTH ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM278.5m #Funds-
Adviser THE SUM Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM551.4m #Funds-
Adviser ROMAIN WALSH CLEROU PROFESSIONAL INVESTMENT MGMT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM218.9m #Funds-
Adviser ROSECLIFF CAPITAL ADVISORY LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM27.3m #Funds-