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Building 2BRANDON FINANCIAL PLANNING, INC.

Map pinMEMPHIS, TN
Phone901-324-6600
NotebookSEC #801-17960
Total AUM
$434.9M
Employees
5
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5101 WHEELIS ROAD
SUITE 112
MEMPHIS
TN 38117
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
901-324-6600

ReceiptFinancials

Total AUM
$434.9M
Accounts
947
Discretionary
$27.3M
Accounts
24
Non-Discretionary
$407.7M
Accounts
923

ContactClients

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Individual Clients
119
AUM
$137.3M
HNW Individual Clients
133
AUM
$285.7M
Pension/Profit Sharing Plan Clients
1
AUM
$11.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLGAMSNCTNTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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