AUMdb

M. Brown Financial Advisors Group Inc

State-registered Insurance-Affiliated CRD 312364 · Naperville, IL · mbrownltd.com
☆ Save with Pro ADV data as of Mar 28, 2022
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
5

People (5)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Andrew William Buttimer Registered representative Jul 2021 (5y)
Charles Bradley Brown Registered representative CFP Jul 2021 (5y)
Matthew Leonard Gill Registered representative CFP Jul 2021 (5y)
Gregory Lawrence Bruno Registered representative CFP Jul 2021 (5y)
Mark Brown Registered representative CFP Aug 2021 (5y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/28/2022 1.03 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Commissions

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2022.

View current Form ADV (SEC/IAPD) ↗