Brown Armstrong Financial Services Inc. (Portland)

Brown Armstrong Financial Services Inc. is a large advisory firm based in Portland. It manages $38.35 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oregon.

Brown Armstrong Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. 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 Armstrong Financial Services: assets under management

The assets under management (AUM) of Brown Armstrong Financial Services Inc. is $38.35 million. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.51 million in discretionary accounts and $9.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.56 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.84 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brown Armstrong Financial Services Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Careers at Brown Armstrong Financial Services Inc.

Philip Frank Brown has been acting as President since 1 Dec 1990. Linda Rae Shevel Craig joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Philip Frank Brown	President	1 Dec 1990	50% - 75%	4350866
James Joseph Armstrong	Vice president	1 Dec 1990	Other	4350867
Linda Rae Shevel Craig	Vice president	1 Nov 1997	Other	4350865

Based in Portland

The principal office where Brown Armstrong Financial Services Inc. performs its advisory services is located at 2177 Sw Main St, Portland, OR 97205 1190, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.