Sign in Sign up for free

Brown Curtis Hammond (Burlingame)


Brown Curtis Hammond is a large advisory firm based in Burlingame. It manages $96.81 million of regulatory assets for 143 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Brown Curtis Hammond 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 Curtis Hammond: assets under management

The assets under management (AUM) of Brown Curtis Hammond is $96.81 million. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.99 million in discretionary accounts and $27.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $627.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $842.91 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brown Curtis Hammond for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Burlingame

The principal office where Brown Curtis Hammond performs its advisory services is located at 1350 Old Bayshore Highway, Burlingame, CA 94010, 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 650/696-1240 or by fax 650/558-8373. The normal business hours are 6:00 a.m. - 3:00 p.m. on Monday - Friday.


Registered investment advisers similar to Brown Curtis Hammond