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Brown, Richard Lamar (Richardson)


Brown, Richard Lamar is a large advisory firm based in Richardson. It manages $38.4 million of regulatory assets for 181 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Louisiana and Texas.

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Brown, Richard Lamar provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brown, Richard Lamar: assets under management

The assets under management (AUM) of Brown, Richard Lamar is $38.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $212.16 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brown, Richard Lamar for their services and products based on a percentage of assets under management. 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.

Based in Richardson

The principal office where Brown, Richard Lamar performs its advisory services is located at 801 E. Campbell Road, Richardson, TX 75081, 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 972-783-7523 or by fax 972-783-7582. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.rlbrownfinancial.com.


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