Aubrey
Brown
Weatherly Asset Management
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About this Advisor
Aubrey Brown is a financial advisor based in Del Mar, California, working with Weatherly Asset Management. Aubrey has previously held positions at Axa Advisors, LLC, Lifetime Financial Advisors, Inc, Lpl Financial, LLC, and Weatherly Asset Management, Lp. Aubrey has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Aubrey is part of Weatherly Asset Management, which operates out of Del Mar, California. The firm has 14 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and publication of newsletters. The fee structure at Weatherly Asset Management includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Weatherly Asset Management Brokerage Details
$1,266,721,418
14
1,294
$978,919
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
Aubrey Brown Work History
Weatherly Asset Management, Lp
Weatherly Asset Management, Lp
Lifetime Financial Advisors, Inc
Lpl Financial, LLC
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Aubrey Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Weatherly Asset Management
Del Mar, CA
Del Mar, CA
Del Mar, CA
Del Mar, CA
Del Mar, CA
Del Mar, CA
Del Mar, CA
Del Mar, CA
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