Brown Armstrong Financial Services Inc. is a large advisory firm based in Portland. It manages $38.35 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oregon.
Brown Armstrong Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brown Armstrong Financial Services Inc. is $38.35 million. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brown Armstrong Financial Services Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Philip Frank Brown has been acting as President since 1 Dec 1990. Linda Rae Shevel Craig joined the executive team most recently as the Vice President.
The principal office where Brown Armstrong Financial Services Inc. performs its advisory services is located at 2177 Sw Main St, Portland, OR 97205 1190, 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 503-221-1776 or by fax 503-223-6918. The normal business hours are 8am to 5pm on Monday - Friday.