| Name: | BROWN ADVISORY GROUP, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 08 Feb 2006 (19 years ago) |
| Identification Number: | 000153712 |
| ZIP code: | 02915 |
| County: | Providence County |
| Principal Address: | 1445 WAMPANOAG TRAIL, EAST PROVIDENCE, RI, 02915, USA |
| Mailing Address: | 1445 WAMPANOAG TRAIL SUITE 102, EAST PROVIDENCE, RI, 02915, USA |
| Purpose: | INVESTMENT ADVISOR |
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| JEFFREY J. BROWN, CFP | Agent | 1445 WAMPANOAG TRAIL SUITE 102, EAST PROVIDENCE, RI, 02915, USA |
| Number | Name | File Date |
|---|---|---|
| 202450126790 | Annual Report | 2024-04-04 |
| 202335787290 | Annual Report | 2023-05-18 |
| 202209764530 | Annual Report | 2022-02-08 |
| 202209756580 | Annual Report | 2022-02-08 |
| 202102606630 | Annual Report | 2021-10-04 |
| 202077439620 | Annual Report | 2020-11-25 |
| 201926148630 | Annual Report | 2019-10-30 |
| 201879596380 | Annual Report | 2018-10-17 |
| 201751334310 | Annual Report | 2017-10-11 |
| 201609250050 | Annual Report | 2016-09-23 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1313258600 | 2021-03-13 | 0165 | PPS | 1445 Wampanoag Trl Unit 102, Riverside, RI, 02915-1019 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 9310527309 | 2020-05-01 | 0165 | PPP | 31 MEADOWBROOK DR, BARRINGTON, RI, 02806 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 10 Oct 2024
Sources: Rhode Island Department of State
