Allocator Index · CRD 118427

J M BROWN FINANCIAL PARTNERS

Tulsa, OK · 918-496-5460 · goroserock.com

SEC IAPD record ↗

Fit score

52

  • hnw>=200+20
  • aum $100M-$250M+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

372

Other individuals

129

HNW assets

$54.6M

Total AUM

$202.1M

Employees

7

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.