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.
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 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.
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.
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.
You can reach the main office by calling the phone number 214-696-1768 or by fax 214-696-1877. The normal business hours are 8:30 a.m.-3:30 p.m. on Monday - Friday.