Harold C. Brown & Co., LLC is a large advisory firm based in Buffalo. It manages $776.32 million of regulatory assets for 1,908 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 28 other states.
Harold C. Brown & Co. provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harold C. Brown & Co., LLC is $776.32 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Harold C. Brown & Co., LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.
Barbara Leigh Klucik has been acting as President since 1 Apr 2002. Michael Joseph Pratt joined the executive team most recently as the Managing Member.
The principal office where Harold C. Brown & Co., LLC performs its advisory services is located at One Hsbc Center, Buffalo, NY 14203, 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 716-854-2500 or by fax 716-847-6142. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.hcb.com.