M.K. Brown & Associates, Inc. is pleased to announce that Bloomberg Wealth Manager has identified them as one of the top 500 wealth management firms in the nation.
August 18, 2005 (Press Release) --
Dayton, OH (August 20, 2005) M.K. Brown & Associates, Inc. is pleased to announce that Bloomberg Wealth Manager has identified them as one of the top 500 wealth management firms in the nation.
“We’re really pleased to be on the list this year” said President of M.K. Brown & Associates, Martin K. “Bo” Brown. “We’re always setting goals for ourselves and look forward to achieving this one again.”
Bloomberg Wealth Manager's fifth annual ranking of leading financial advisory firms is based on the asset value of the average client relationship as of December 31, 2004. It is calculated by dividing the total client assets under management by the total number of client relationships. The data used for the ranking was taken from a questionnaire sent to firms and the data that those firms provided the Securities and Exchange Commission (SEC). Firms were identified through Bloomberg Wealth Manager's database and from other industry sources.
To qualify for the ranking, firms have to be registered with the SEC, have a minimum of $50 million in assets under advisement and more than fifty percent of the firm's client base must consist of "individuals" or "high net-worth individuals" as defined by the SEC. Firms must also offer financial planning services.
About Martin K. “Bo” Brown
Bo Brown, President of M.K. Brown & Associates (www.mkbrown.com) an investment consulting firm founded in 1983, is a Certified Financial Planner (CFP) and a Certified Investment Management Analyst (CIMA), a Registered Investment Advisor with the state of Ohio and a Registered Principal of Raymond James Financial Services (RJFS). Bo specializes in retirement planning and investment planning. Worth Magazine has named him as one of the "Best Financial Advisors" for 3 consecutive years.
As an experienced lecturer, Bo has taught numerous investment workshops to individuals, corporations and various organizations.
Prior to establishing his investment-consulting firm, Bo served as director and trustee to various public and private institutions. He is a member of The Financial Planning Association and Investment Management Consultants Association. As a life long resident of Dayton, Bo and his wife of 33 years, Sukey, are active in the Dayton community and charitable organizations. He has a B.S. in Business Administration with a major in Finance from Rochester Institute of Technology and has completed graduate work at the University of Dayton and George Washington University.
FOR MORE INFORMATION ABOUT M.K. BROWN & ASSOCIATES OR BO BROWN, CONTACT:
Mike Szimanski
BuzzRoad Communications
703-548-2570 x104
ben@buzzroad.com
www.buzzroad.com
M.K. Brown & Associates
Registered Investment Advisor
Investment Planning and Money Management Services
3077 Kettering Blvd. Suite 312
Dayton, OH 45439
(937) 298-8904 p
(937) 298-8950 f
bo.brown@raymondjames.com
www.mkbrown.com
“We’re really pleased to be on the list this year” said President of M.K. Brown & Associates, Martin K. “Bo” Brown. “We’re always setting goals for ourselves and look forward to achieving this one again.”
Bloomberg Wealth Manager's fifth annual ranking of leading financial advisory firms is based on the asset value of the average client relationship as of December 31, 2004. It is calculated by dividing the total client assets under management by the total number of client relationships. The data used for the ranking was taken from a questionnaire sent to firms and the data that those firms provided the Securities and Exchange Commission (SEC). Firms were identified through Bloomberg Wealth Manager's database and from other industry sources.
To qualify for the ranking, firms have to be registered with the SEC, have a minimum of $50 million in assets under advisement and more than fifty percent of the firm's client base must consist of "individuals" or "high net-worth individuals" as defined by the SEC. Firms must also offer financial planning services.
About Martin K. “Bo” Brown
Bo Brown, President of M.K. Brown & Associates (www.mkbrown.com) an investment consulting firm founded in 1983, is a Certified Financial Planner (CFP) and a Certified Investment Management Analyst (CIMA), a Registered Investment Advisor with the state of Ohio and a Registered Principal of Raymond James Financial Services (RJFS). Bo specializes in retirement planning and investment planning. Worth Magazine has named him as one of the "Best Financial Advisors" for 3 consecutive years.
As an experienced lecturer, Bo has taught numerous investment workshops to individuals, corporations and various organizations.
Prior to establishing his investment-consulting firm, Bo served as director and trustee to various public and private institutions. He is a member of The Financial Planning Association and Investment Management Consultants Association. As a life long resident of Dayton, Bo and his wife of 33 years, Sukey, are active in the Dayton community and charitable organizations. He has a B.S. in Business Administration with a major in Finance from Rochester Institute of Technology and has completed graduate work at the University of Dayton and George Washington University.
FOR MORE INFORMATION ABOUT M.K. BROWN & ASSOCIATES OR BO BROWN, CONTACT:
Mike Szimanski
BuzzRoad Communications
703-548-2570 x104
ben@buzzroad.com
www.buzzroad.com
M.K. Brown & Associates
Registered Investment Advisor
Investment Planning and Money Management Services
3077 Kettering Blvd. Suite 312
Dayton, OH 45439
(937) 298-8904 p
(937) 298-8950 f
bo.brown@raymondjames.com
www.mkbrown.com
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