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Kathryn Turnham Brown

Maslow Wealth Advisors

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About Kathryn Turnham Brown

Kathryn Turnham Brown is a financial advisor with Maslow Wealth Advisors. Kathryn has been in the industry since August 2012 and holds the Series 66, Series 7, and SIE licenses. Kathryn is a registered investment advisor in the state of Texas. Previously, Kathryn was employed at Goldman Sachs & Co. LLC, a firm in the same industry. Kathryn specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Kathryn Brown is currently registered with Maslow Wealth Advisors. Maslow Wealth Advisors is an investment advisor headquartered in Austin, TX. The firm provides financial planning, portfolio management, and other consulting services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pooled investment vehicles. The firm manages over $1.75 billion in assets.
Maslow Wealth Advisors

1601 SOUTH MO PAC EXPRESSWAY

AUSTIN, TX 78746

$1.76B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of assets under other management

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Kathryn Brown’s Registration & Firm History

TX

03/01/2019 - Present

Maslow Wealth Advisors (AUSTIN TX)

TX

01/03/2019 - 03/05/2019

LOHI SECURITIES (Austin TX)

NY

08/20/2012 - 05/15/2018

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/11/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathryn Turnham Brown.
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