Brownson, Rehmus & Foxworth, Inc. is a large advisory firm based in Chicago. It manages $10.89 billion of regulatory assets for 7,451 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, and 18 other states.
Brownson, Rehmus & Foxworth provides financial planning services and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brownson, Rehmus & Foxworth, Inc. is $10.89 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brownson, Rehmus & Foxworth, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Brownson, Rehmus & Foxworth is high net worth individuals with 387 clients and $10.03 billion of assets under management. Among the 10 most similar advisory firms, Brownson, Rehmus & Foxworth has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $10.89 billion for 495 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Brownson, Rehmus & Foxworth doesn't advise any private funds.
The company employs 52 people that are either part- or full-time employees. 94 percent of the employees work as investment advisers or researchers. 47 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Keith Matthew Cardoza has served as the Chief Investment Officer since 1 Mar 2009. Richard Alan Doppelt joined the executive team most recently as the Principal, President/Ceo, Director.
The principal office where Brownson, Rehmus & Foxworth, Inc. performs its advisory services is located at 200 S. Wacker Drive, Chicago, IL 60606 5864, which is also the mailing address of the firm. An additional office of the firm is in Menlo Park, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-346-5850 or by fax 312-346-2069. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at brfinc.com.