Investment adviser · CRD 105392

BROWN & BROWN FINANCIAL SERVICES INC

Investment adviser filing (IA)

BROWN & BROWN FINANCIAL SERVICES, INC.

DALLAS, TX, United States · Form ADV filed Mar 23, 2012

Regulatory AUM
$74.9M
Form ADV · Item 5.F
Client accounts
118
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Mar 23, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4925 GREENVILLE AVENUE #990
DALLAS, TX, 75206, United States

CRD 105392

Filing source

Form ADV 628613 · Mar 23, 2012 · 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.