Medley & Brown, LLC is a fee-only investment advisor that offers asset management services to individuals, families, small businesses, foundations, and retirement plans. Our goals are to preserve investor capital and achieve long-term appreciation in a manner consistent with prudent risk management. Client assets are generally invested in no-load mutual funds. Investments are allocated among money market funds, U.S. common stocks, bonds, and international stocks for potential growth and safety of principal. Portfolios are generally $500,000 or more. Our firm (that is, Medley & Brown, LLC or its predecessor company) was founded in 1988 and is registered with the Securities and Exchange Commission as an investment advisor. We invite you to view our SEC required Form ADV Part II , for detailed information about out services, fees and investment strategies. NEED A FINANCIAL ADVISOR? Fill out the form and we will contact you.
View Top Employees from Medley & Brown LLC| Website | http://www.medleybrown.com |
| Revenue | $6 million |
| Employees | View employees |
| Address | PO Box 16725, Jackson, Mississippi 39236, US |
| Phone | (601) 982-4123 |
| Fax | (601) 366-0013 |
| Industry | Finance, Brokerage, Investment Banking |
| Competitors | BERGLAND WEALTH MANAGEMENT, INC., Cathy Pareto and Associates, Inc., Csenge Advisory Group, Jentner Wealth Management, Lau Associates LLC |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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Medley & Brown LLC Questions
The Medley & Brown LLC annual revenue was $6 million in 2023.
Medley & Brown LLC is based in Jackson, Mississippi.
The NAICS codes for Medley & Brown LLC are [5239, 52393, 52, 523].
The SIC codes for Medley & Brown LLC are [62, 628].
