Brown & Brown Financial Services Inc (Dallas)

Brown & Brown Financial Services Inc is a large advisory firm based in Dallas. It manages $65.42 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Louisiana and Texas.

Brown & Brown Financial Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brown & Brown Financial Services: assets under management

The assets under management (AUM) of Brown & Brown Financial Services Inc is $65.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $65.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $635.11 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brown & Brown Financial Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Brown & Brown Financial Services Inc

John Colon Brown has been acting as President since 1 Jun 1984. Laurie Ann Bubel joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Colon Brown	President	1 Jun 1984	75% - 100%	32524
Laurie Ann Bubel	Vice president	1 Mar 2005	Other	1305033

Based in Dallas

The principal office where Brown & Brown Financial Services Inc performs its advisory services is located at 4925 Greenville Avenue #990, Dallas, TX 75206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.