BROWN ADVISORY Overview
Brown Advisory Securities Llc is an investment advisor that manages 892.9 MM dollars in regulatory AUM and has 38 employees, of which 33 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 338MM in positions, representing 38% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 338MM in positions, representing 38% of the manager's regulatory AUM.
BROWN ADVISORY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BROWN ADVISORY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.79% | Tech | 6.16% | -0.57% | 0 | 39% | ||
| MSFT | 5.11% | Tech | 19.44% | 0.37% | 0 | 45% | ||
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FEATURED IN
BROWN ADVISORY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David Michael Churchill | Chief Financial Officer | April-2002 |
| Thomas Jr Schweizer | President | April-2002 |
| Jennifer Dacey Viglucci | Designated Principal | July-2007 |
| Brett David Rogers | Chief Compliance Officer | August-2010 |
BROWN ADVISORY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BROWN ADVISORY Investment Strategy
ITEM 8 CLIENT CONTACT WITH PORTFOLIO MANAGERS
At all times, our clients have the ability to contact and consult our financial advisors directly regarding their accounts.
With respect to the WFALLC wrap fee programs, clients have the ability to contact and consult their Brown Advisory Securities financial advisors at any time regarding their account(s). Clients do not have the ability to contact the portfolio managers of the WFALLC wrap fee programs directly. For information regarding those programs, clients must communicate directly our financial advisors.
25 BROWN ADVISORY SECURITIES / FORM ADV PART 2A APPENDIX 1
ITEM 9 ADDITIONAL INFORMATION
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At all times, our clients have the ability to contact and consult our financial advisors directly regarding their accounts.
With respect to the WFALLC wrap fee programs, clients have the ability to contact and consult their Brown Advisory Securities financial advisors at any time regarding their account(s). Clients do not have the ability to contact the portfolio managers of the WFALLC wrap fee programs directly. For information regarding those programs, clients must communicate directly our financial advisors.
25 BROWN ADVISORY SECURITIES / FORM ADV PART 2A APPENDIX 1
ITEM 9 ADDITIONAL INFORMATION
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BROWN ADVISORY Portfolio Concentration
BROWN ADVISORY Location
901 SOUTH BOND STREET
SUITE 400
BALTIMORE, Maryland
UNITED STATES, 21231-3340
SUITE 400
BALTIMORE, Maryland
UNITED STATES, 21231-3340
BROWN ADVISORY Contact Information
Phone Number: 410-537-5400
Fax Number: (410) 537-6486
Website: http://www.brownadvisory.com
Fax Number: (410) 537-6486
Website: http://www.brownadvisory.com
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