Brown Financial Advisors Invests $5.36 Million in Microsoft Co.

1 day ago · Brown Financial Advisors acquired a new stake in Microsoft Co. (NASDAQ:MSFT - Free Report) in the second quarter, according to the company in its most recent 13F filing with …

CouponFollow Extension

$5.36
OFF

Brown Financial Advisors Invests $5.36 Million In Microsoft Co.

1 week from now

1 day ago · Brown Financial Advisors acquired a new stake in Microsoft Co. (NASDAQ:MSFT - Free Report) in the second quarter, according to the company in its most recent 13F filing with …

marketbeat.com

$2.88
OFF

Creekside Partners Invests $2.88 Million In Microsoft Co.

1 week from now

1 day ago · Brown Financial Advisors bought a new stake in shares of Microsoft in the second quarter worth about $5,361,000. Gordian Capital Singapore Pte Ltd increased its holdings in …

etfdailynews.com

0%
OFF

Brown Advisory Inc. Grows Stock Holdings In Microsoft Co.

1 week from now

Jan 27, 2024 · Brown Advisory Inc. increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 2.0% in the third quarter, according to the company in its …

americanbankingnews.com

6%
OFF

Microsoft Closes Above $3 Trillion Market Value For The First Time

1 week from now

Jan 25, 2024 · Shares of Microsoft (MSFT) closed at $404.87, up 0.6%, to give the tech giant a market capitalization just north of $3 trillion. On Wednesday, the stock briefly peeked above …

morningstar.com

$108
OFF

Brown Advisory Review 2024 - Investor.com

1 week from now

Oct 16, 2024 · Brown Advisory, registered in 1991, serves 44 state(s) with a licensed staff of 26 advisors. Brown Advisory manages $108.3 billion and provides investment advisory services …

investor.com

$5.36
OFF

Brown Financial Advisors Invests $5.36 Million In Microsoft Co.

1 week from now

Brown Financial Advisors acquired a new position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F …

tickerreport.com

$1
OFF

Best Financial Advisor Firms New Jersey 2024 - Investor.com

1 week from now

Aug 8, 2024 · We're thrilled to recognize the Best Financial Advisor Firms in New Jersey. investor.com. menuclose. ... $1.9 million Pure Financial Advisors $6.3 billion 4,975 56 $1.3 …

investor.com

$851000
OFF

Brown Financial Advisors Invests $851,000 In Avery Dennison Co.

1 week from now

Oct 2, 2024 · Brown Financial Advisors acquired a new stake in Avery Dennison Co. (NYSE:AVY - Free Report) during the second quarter, according to its most recent disclosure with the …

marketbeat.com

$61
OFF

IPO Of The Year Puts Goldman Sachs On The Map With Tech …

1 week from now

The highly successful 1986 offering (dubbed “the IPO of the year” by many analysts) generated US$61 million for Microsoft (US$167 million in 2023 dollars), granting the software giant a …

goldmansachs.com

$316.66
OFF

Magnolia Capital Advisors LLC Invests $316.66 Million In Microsoft …

1 week from now

3 days ago · Magnolia Capital Advisors LLC purchased a new stake in shares of Microsoft Co. (NASDAQ:MSFT - Free Report) during the 2nd quarter, according to its most recent Form 13F …

marketbeat.com

6%
OFF

NewEdge Advisors LLC Has $366.01 Million Holdings In Microsoft …

1 week from now

3 days ago · NewEdge Advisors LLC raised its stake in shares of Microsoft Co. (NASDAQ:MSFT - Free Report) by 9.6% during the 2nd quarter, according to the company in its most recent 13F …

marketbeat.com

FAQs about Brown Financial Advisors Invests $5.36 Million in Microsoft Co. Coupon?

Who is brown financial advisors?

Brown Financial Advisors, registered in 2020, serves 4 state (s) with a licensed staff of 3 advisors. Brown Financial Advisors manages $192.6 million and provides investment advisory services for 521 clients (1:174 advisor/client ratio). Is this your firm? Become a Mission Supporter ...

How much money does Brown Advisory manage?

While Brown Advisory advises clients across a variety of portfolio sizes, the average client balance is currently $27.0 million. In total, Brown Advisory manages $108.3 billion in assets. What is the historical performance of Brown Advisory? Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. ...

Who is Brown Advisory?

Brown Advisory, registered in 1991, serves 44 state (s) with a licensed staff of 26 advisors. Brown Advisory manages $108.3 billion and provides investment advisory services for 4,010 clients (1:154 advisor/client ratio). Is this your firm? Become a Mission Supporter 901 South Bond Street, Suite 400. Baltimore, MD 21231-3340 ...

What services does Brown Advisory offer?

As a financial advisory firm, Brown Advisory can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). ...

Which states does Brown financial advisors serve?

Brown Financial Advisors currently serves clients in the following states: FL, IN, KY, OH. What is the average client balance at Brown Financial Advisors? While Brown Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $369,644. ...

How much does Brown financial advisors charge?

This fee would vary based on the scope and complexity of the client’s situation. Because Brown Financial Advisors may deliver investment management services in partnership with other firms, the annual asset-based advisory fee can vary. But these fees generally span from 0.60% to 1.40%. ...