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Brownlie & Braden

EST. AUM
$329,198,635

CONTACTS
2

CLIENT ACCOUNTS
28

Firm Details

Metro area Dallas
CRD Number 288879
Website brownliebraden.com
Client types

Overview

Brownlie & Braden Advisors, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. The firm’s approach to providing these services is sensitive to the individual and personal objectives of each client in evaluating the alternatives available. These services address each clients' objectives in the areas of gift and estate tax planning, asset protection planning, life insurance due diligence and alternatives, family risk management, private equity due diligence, and various other related issues often important to the wealthy individual and his family. The firm also frequently is called upon to perform private equity due diligence and address corporate turnaround opportunities, as well as assist with the selection of asset managers and fiduciaries. The backgrounds of the firm’s principals follow.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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