Insights

Wealth Management Niche Target family wealth management and comprehensive financial planning services as a differentiator offering personalized planning and objective strategies to affluent clients who value history, goals, and values alignment.

Midmarket Focus Position as a boutique advisory with a personal touch suitable for smaller firms or high-net-worth families seeking bespoke guidance, presenting an opportunity to upsell enhanced planning, investment management, and family governance services.

Tech-Enabled Advisory Leverage existing tech stack familiarity (WordPress, analytics, social pixels) to offer digital client onboarding, data-driven planning, and transparent reporting to attract tech-savvy clients and streamline operations.

Growth Readiness Revenue in the $10M–$25M range and 11–50 employees suggest capacity to scale with modular services such as expanded investment management, retirement planning, and estate planning collaborations with regional partners.

Strategic Partnerships Explore alliances with regional financial services firms or professional networks seeking outsourced planning capabilities, enabling co-branded offerings and referral-driven growth.

Similar companies to Brown & Tedstrom, Inc.

Brown & Tedstrom, Inc. Tech Stack

Brown & Tedstrom, Inc. uses 8 technology products and services including Facebook Pixel, WordPress, Google Fonts API, and more. Explore Brown & Tedstrom, Inc.'s tech stack below.

  • Facebook Pixel
    Analytics
  • Content Management System
  • Google Fonts API
    Font Scripts
  • Hammer.js
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • Facebook
    Widgets
  • Twitter
    Widgets

Brown & Tedstrom, Inc.'s Email Address Formats

Brown & Tedstrom, Inc. uses at least 1 email format:
Brown & Tedstrom, Inc. Email FormatsExamplePercentage
FLast@brown-tedstrom.comJDoe@brown-tedstrom.com
100%

Frequently Asked Questions

What is Brown & Tedstrom, Inc.'s phone number?

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You can contact Brown & Tedstrom, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Brown & Tedstrom, Inc.'s official website and social media links?

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Brown & Tedstrom, Inc.'s official website is brown-tedstrom.com and has social profiles on LinkedIn.

How much revenue does Brown & Tedstrom, Inc. generate?

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As of July 2026, Brown & Tedstrom, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Brown & Tedstrom, Inc.'s NAICS code?

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Brown & Tedstrom, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Brown & Tedstrom, Inc. have currently?

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As of July 2026, Brown & Tedstrom, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include : A. L. R. C., : D. G. and : J. B. Explore Brown & Tedstrom, Inc.'s employee directory with LeadIQ.

What industry does Brown & Tedstrom, Inc. belong to?

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Brown & Tedstrom, Inc. operates in the Financial Services industry.

What technology does Brown & Tedstrom, Inc. use?

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Brown & Tedstrom, Inc.'s tech stack includes Facebook Pixel, WordPress, Google Fonts API, Hammer.js, PHP, Google Analytics, Facebook and Twitter.

What is Brown & Tedstrom, Inc.'s email format?

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Brown & Tedstrom, Inc.'s email format typically follows the pattern of FLast@brown-tedstrom.com. Find more Brown & Tedstrom, Inc. email formats with LeadIQ.
Brown & Tedstrom, Inc. logo

Brown & Tedstrom, Inc.

Financial ServicesColorado, United States11-50 Employees

Brown & Tedstrom, Inc. is a financial services firm based in Denver, Colorado, focused on comprehensive family wealth management. Founded by Mark Brown and Peter Tedstrom, the company emphasizes getting to know clients personally, understanding their history, values, and goals, and applying a holistic financial planning approach to develop objective wealth strategies and sound financial advice. The firm combines financial planning with investment management to address the unpredictabilities families may face, aiming to support long-term financial outcomes for individuals and their families. Serving clients in the Denver area, Brown & Tedstrom positions itself as a thoughtful, plan-driven advisor that seeks to create a structured path toward future security rather than solely managing investment portfolios. A recent development is the continuation of its emphasis on a plan-driven framework to help clients navigate complex financial needs.” } }# Answer only in JSON format. Ensure valid JSON. The content should be as above. If any issue, adjust. The final may need correct JSON: There is an extra closing brace. Let's craft properly.``{

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Brown & Tedstrom, Inc.'s revenue is estimated to be in the range of $10M - $25M

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