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MILES BROWN ASSET MANAGEMENT
MILES BROWN ASSET MANAGEMENT, LLC
CRD 283960
4863 OLD REDWOOD HIGHWAY, SUITE B, SANTA ROSA, CA, 95403, United States
Phone
707-595-8702
Fax
707-595-8703
Registration
— (—)
Source
State registered
Total AUM
$73.4M
Discretionary AUM
$73.4M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $18.0M |
| High net worth individuals | 40 | $55.4M |
All web addresses on file
Official SEC filing: View on IAPD