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BROWN AND BROWN FINANCIAL SERVICES, INC.
BROWN & BROWN FINANCIAL SERVICES, INC.
CRD 105392 · SEC 801-23005
6440 NORTH CENTRAL EXPRESSWAY #107, DALLAS, TX, 75206, United States
Phone
214-696-1768
Fax
214-696-1877
Registration
— (—)
Source
State registered
Total AUM
$91.2M
Discretionary AUM
$91.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Commissions; AFFILIATE MUTUAL FUND COM.&12B1 FEES CREDITED AGAINST MGMT FEES
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.1M |
| High net worth individuals | 33 | $88.1M |
All web addresses on file
Official SEC filing: View on IAPD