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Kimberly Conner Brown

Persium Advisors, LLC

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About Kimberly Conner Brown

Kimberly Conner Brown is an Investment Advisor Representative registered with the state of Georgia. Kimberly has been in the industry since January 2017. Kimberly has worked for Persium Advisors, LLC since January 2017. Kimberly holds a Series 65 license. Persium Advisors, LLC is an investment advisory firm headquartered in Atlanta, Georgia. The firm specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Persium Advisors, LLC manages over $436 million in assets.

Firm Information

Kimberly Brown is currently registered with Persium Advisors, LLC. Persium Advisors, LLC is an Atlanta, Georgia-based investment advisor with approximately $436,508,878 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Persium Advisors, LLC also offers educational seminars for clients. The firm has 8 investment advisor representatives and a total of 9 investment advisory functions.
Persium Advisors, LLC

2100 RIVEREDGE PARKWAY

ATLANTA, GA 30328

$436.51M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Kimberly Brown’s Registration & Firm History

GA

10/24/2023 - Present

Persium Advisors, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 09/18/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Conner Brown.
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