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Brownstone Financial Group
BROWNSTONE FINANCIAL GROUP LLC is an SEC-registered investment adviser in LONDONDERRY, NH. The firm manages approximately $17 million in regulatory assets.
Brownstone Financial Group
BROWNSTONE FINANCIAL GROUP LLC is an SEC-registered investment adviser in LONDONDERRY, NH. The firm manages approximately $17 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Brownstone Financial Group registered with the SEC?
Yes. Brownstone Financial Group LLC is registered as an investment advisor with the U.S. Securities and Exchange Commission, per public records. This registration imposes fiduciary duties and periodic reporting obligations.
Who runs investment decisions at Brownstone Financial Group?
Specific principals are not publicly identified in available sources. As a multi-family office registered with the SEC, investment decisions are likely made by named professionals whose identities appear in its Form ADV filings.
How is Brownstone Financial Group structured?
The firm operates as a multi-family office, meaning it manages investments and financial planning for multiple unrelated families. Its SEC registration classifies it as a registered investment adviser (RIA).
Does Brownstone Financial Group participate in direct deals or fund investments?
The firm's investment strategy is not publicly detailed. Multi-family offices commonly allocate client assets across a mix of fund investments and direct holdings, but specific tactics for BFG are not confirmed.
Where is Brownstone Financial Group based?
The firm's principal place of business is not disclosed in publicly available sources. Its SEC registration indicates it operates within the United States.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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