Brown Wheeldon Investment Advisors LLP (Durango)

Name: Brown Wheeldon Investment Advisors LLP
Address: 150 East 9 Th St, Durango, CO, 81301
Telephone: 970-403-1234

Brown Wheeldon Investment Advisors LLP is a large advisory firm based in Durango. It manages $60.53 million of regulatory assets for 246 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Colorado, and Illinois.

Brown Wheeldon Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Brown Wheeldon Investment Advisors: assets under management

The assets under management (AUM) of Brown Wheeldon Investment Advisors LLP is $60.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $60.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $246.06 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brown Wheeldon Investment Advisors LLP 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.

Careers at Brown Wheeldon Investment Advisors LLP

Gregory Stephen Wheeldon joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Billy Eugene Brown	General partner	1 Dec 1997	50% - 75%	4376707
Gregory Stephen Wheeldon	General partner	1 Dec 1997	50% - 75%	4376708
Billy Eugene Brown	Chief executive officer	1 Oct 2004	50% - 75%	4376707
Gregory Stephen Wheeldon	Chief compliance officer	1 Oct 2004	50% - 75%	4376708

Based in Durango

The principal office where Brown Wheeldon Investment Advisors LLP performs its advisory services is located at 150 East 9 Th St, Durango, CO 81301, 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 970-403-1234 or by fax 970-259-8017. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.brownwheeldon.com.