J M Brown And Associates Inc. is a large advisory firm based in Tulsa. It manages $51 million of regulatory assets for 690 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arkansas, Oklahoma, and Texas.
J M Brown And Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of J M Brown And Associates Inc. is $51 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay J M Brown And Associates Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where J M Brown And Associates Inc. performs its advisory services is located at 7060 S. Yale, Tulsa, OK 74136 5740, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 918-496-5460 or by fax 918-496-5160. The normal business hours are after 10:00 a.m. on Other. You can find more information about the New York firm at perfectcalendar.com.