Tiffany
Brown

Natural Investments

CRD#6747021
Investment Advisor
in Windsor, CA

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About this Advisor

Tiffany Brown is a financial advisor working out of Windsor, California who has 5 years of relevant experience. Brown works at Natural Investments. Throughout their career, Brown has worked at Reynders, Mcveigh Capital Management, Resource Generation and Natural Investments. Brown has a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in California. Natural Investments is a registered investment company operating in Windsor, California. The firm has offices in 15 locations and a total of 22 financial advisors. It handles $2 billion in assets across its 1,215 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 1,215 accounts, 20% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically depend on which services are provided. Fee types billed by Natural Investments most likely consist of some combination of asset-based, hourly and other fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

Windsor, CA

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Natural Investments Brokerage Details

Total Assets Under Management

$1,674,140,436

Total Number of Employees

22

Total Number of Accounts

1,215

Average Account Size

$1,377,893

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Tiffany Brown Work History

Tiffany has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Natural Investments

2016 - 2018 (2 years)

Reynders, Mcveigh Capital Management

2013 - 2015 (2 years)

Resource Generation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tiffany 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 Natural Investments

Tiffany Brown
Windsor, CA
Diana Yanez
Windsor, CA
Carrie Vanwinkle
Windsor, CA
Nonkululeko Maphalala
Windsor, CA
Kirbie Crowe
Greenville, SC
Gregory Pitts
White Plains, NY
Joel Koerner
Louisville, KY
Nicole Holloway
Oakland, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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