Brian
Brown
Investment Partners Asset Management
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About this Advisor
Brian Brown is a financial advisor based in Metuchen, New Jersey, working with Investment Partners Asset Management. Brian has previously held positions at Community Informatics, Investment Partners Asset Management, Investment Partners Capital & Management, and T.R. Winston & Company, LLC. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Brian is part of Investment Partners Asset Management, which operates out of Metuchen, New Jersey. The firm has one office and five employees. The firm manages assets totaling $225.4 million and 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, and selection of other advisers. The fee structure at Investment Partners Asset Management includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Investment Partners Asset Management Brokerage Details
$225,387,207
5
491
$459,037
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brian Brown Work History
Investment Partners Asset Management
Investment Partners Capital & Management
Community Informatics
T.R. Winston & Company, LLC
Disclosures
Please visit the SEC profile of Brian 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 Investment Partners Asset Management
Metuchen, NJ
Metuchen, NJ
Metuchen, NJ
Metuchen, NJ
Metuchen, NJ
Painter, VA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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