Investment adviser · CRD 146178
BROUWER & JANACHOWSKI, LLC
Investment adviser filing (IA)
MILL VALLEY, CA, United States · Form ADV filed Oct 27, 2021
- Regulatory AUM
- $2.31B Form ADV · Item 5.F
- Client accounts
- 1,920 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 429 | $1,133,133,291 | 49.1% |
| Retirement plans | 57 | $1,061,007,712 | 45.9% |
| Individuals | 264 | $94,604,502 | 4.1% |
| Charities | 9 | $13,463,880 | 0.6% |
| Corporations & businesses | 4 | $7,753,004 | 0.3% |
Filing source
Form ADV 1573936 · Oct 27, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 27, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
100 SHORELINE HIGHWAY, SUITE B-101MILL VALLEY, CA, 94941, United States
CRD 146178
Filing source
Form ADV 1573936 · Oct 27, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.