TrueAdvisor
TrueAdvisor
CB
CFP
CB
CFP

Cassandra Grace Brown

Lnw
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Lnw
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
567 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$10M
Financial Planning:Included in AUM fee

Location

801 Second Avenue, Suite 1600, Seattle, WA, 98104-1564

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Lnw
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Highland Private Wealth Management
May 2018 - December 2021 · 3 yrs 7 mos
Cetera Advisor Networks LLCBroker
April 2014 - April 2018 · 4 yrs
J.P. Morgan Securities LLCBroker
October 2012 - March 2014 · 1 yr 5 mos
Chase Investment Services CORP.Broker
August 2011 - October 2012 · 1 yr 2 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.