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
No. of Advisors:
5
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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