A complete list of active advisors currently associated with Miles Brown Asset Management
Warmer can help you find a great advisor at Miles Brown Asset Management or one who fits your needs even better.
Miles Brown Asset Management provides fee-only, fiduciary advisory services to individuals (including high‑net‑worth clients), families, trusts, and retirement and profit‑sharing plans, delivering financial planning, investment management, and consulting. The firm manages client assets on a discretionary basis using individual securities, mutual funds, ETFs and options, and also offers a proprietary automated ETF-only platform (Institutional Intelligent Portfolio) for smaller accounts. Investment advice is delivered through tailored model portfolios and allocations set according to each client’s stated risk tolerance and objectives, with methods of analysis that include fundamental, technical/cyclical and charting analysis and the occasional use of short‑term trading and option writing. Clients may impose written investment restrictions or elect ESG/SRI portfolios; accounts are reviewed regularly and clients receive quarterly reporting while custody is maintained with an independent custodian. Distinctive features include a single management person leading the firm while serving roughly 101 clients and managing about $73.4 million in discretionary AUM, a scale and structure that can be atypical among supported firms. The firm combines a high‑touch advisory practice with a digital ETF‑only service for smaller accounts, explicitly operates without broker‑dealer affiliations or commission-based compensation, and its principal also provides outside tax preparation and planning services on a part‑time basis.
To learn more about the advisors currently working at Miles Brown Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Miles Brown Asset Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
San Rafael, CA
| 20
| |
Nipomo, CA
| 0
|
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