Milton
Brown

Franklin Street Advisors Inc

CRD#5464105
Investment Advisor
in Chapel Hill, NC

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About this Advisor

Milton Brown is a financial advisor based in Chapel Hill, North Carolina, working with Franklin Street Advisors Inc. Milton has previously held a position at Franklin Street Advisors, Inc and is registered to provide services in North Carolina and Texas. Currently, Milton is part of Franklin Street Advisors Inc, which operates out of Chapel Hill, North Carolina. The firm has 39 employees and manages assets totaling $3.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Franklin Street Advisors Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1450 Raleigh Road Suite 300
Chapel Hill, NC 27517-8833

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Franklin Street Advisors Inc Brokerage Details

Total Assets Under Management

$3,465,042,044

NC Average: $3,625,019,099
Total Number of Employees

39

NC Average: 22
Total Number of Accounts

1,563

NC Average: 1,917
Average Account Size

$2,216,917

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Milton Brown Work History

2009 - Present (16 years)

Franklin Street Advisors, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Milton 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 Franklin Street Advisors Inc

Joshua Turner
Chapel Hill, NC
Matthew Inman
Chapel Hill, NC
Christy Phillips Strigel
Chapel Hill, NC
Todd Young
Chapel Hill, NC
Cynthia Stroik
Chapel Hill, NC
Dennis Greenway
Chapel Hill, NC
Craig Sullivan
Chapel Hill, NC
Charles Mahaffey
Chapel Hill, NC

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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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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