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.
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 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.
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.
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.
You can reach the main office by calling the phone number 561-393-6900 or by fax 561-347-0145. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday.