Brown, Lisle/cummings, Inc
Brown, Lisle/cummings, Inc is an SEC-registered wealth manager in Providence, RI with $487.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Brown, Lisle/cummings, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 1331, SEC 801-121156, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $487.3M (2026-06-26)
- Firm type
- Wealth Manager
- Location
- Providence, RI
- Employees
- 13
- Clients
- 238
- CRD
- 1331
- Ownership
- IZZI, DAVID ANTHONY; LISLE, SCOTT SAWYER; TRACY, CLIFFORD BURRELL JR; MARGINSON, JOHN ARTHUR; MURPHY, LOUIS GEORGE JR
How much AUM does Brown, Lisle/cummings, Inc have?
Brown, Lisle/cummings, Inc reported $487.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Brown, Lisle/cummings, Inc?
Disclosed owners and executives of Brown, Lisle/cummings, Inc include IZZI, DAVID ANTHONY, LISLE, SCOTT SAWYER, TRACY, CLIFFORD BURRELL JR, MARGINSON, JOHN ARTHUR, MURPHY, LOUIS GEORGE JR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.