Thomas James Brown is a mid-sized advisory firm based in Latham. It manages $36.39 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.
Thomas James Brown provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and portfolio mgmt for pension, psp, 401k plans. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thomas James Brown is $36.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Thomas James Brown for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Thomas James Brown performs its advisory services is located at 950 New Loudon Road, Latham, NY 12110, which is also the mailing address of the firm. An additional office of the firm is in Goshen, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-464-9974 or by fax 518-464-9976. The normal business hours are 8:30 - 4:00 on Monday - Friday. You can find more information about the New York firm at thomasjbrown.com.