K.W. Brown & Company (Delray Beach)

K.W. Brown & Company is a pension cosultant based in Delray Beach. It manages $2.65 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Florida.

K.W. Brown & Company provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing 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.

K.W. Brown & Company: assets under management

The assets under management (AUM) of K.W. Brown & Company is $2.65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40.73 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay K.W. Brown & Company 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.

Careers at K.W. Brown & Company

Wendy Elizabeth Werner Brown has been acting as President since 1 Apr 1991. Jerry Anthony Desiderio joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
The Brown Family Trust	Shareholder	1 Aug 1986	75% - 100%	59-6872518
Kenneth William Brown	Ceo/cfo/op/mp/dir/trustee	1 Aug 1986	Other	821247
Wendy Elizabeth Werner Brown	Secretary/treasurer	1 Aug 1986	Other	856584
Wendy Elizabeth Werner Brown	President	1 Apr 1991	Other	856584
Donald Wasserman	Vice president	1 Jun 2002	Other	xxx-xx-xxxx
Jerry Anthony Desiderio	Chief compliance officer	1 Oct 2004	Other	2799614
Jerry Anthony Desiderio	President	1 Jun 2005	Other	2799614

Based in Delray Beach

The principal office where K.W. Brown & Company performs its advisory services is located at 401 W. Linton Blvd, Delray Beach, FL 33444, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.