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S Brown And Associates, LLC (San Francisco)


S Brown And Associates, LLC is an adviser based in San Francisco. It manages $11 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2011.

S Brown And Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

S Brown And Associates: assets under management

The assets under management (AUM) of S Brown And Associates, LLC is $11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.1 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay S Brown And Associates, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where S Brown And Associates, LLC performs its advisory services is located at 1 Market Street, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-272-7927. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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