JOSS BROWN WEALTH ADVISORS

Tel: 757-903-2127 1321 Jamestown Road, Suite 201 Williamsburg, Virginia 23185

About JOSS BROWN WEALTH ADVISORS

JOSS BROWN WEALTH ADVISORS is a Williamsburg, Virginia based financial advisory firm with nearly $139,322,250 in assets under management and provides investment advisory services for 535 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

324719

Firm SEC#:

801-127223

Assets Under Management:

$139,322,250

No. of Clients:

535

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors

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