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Building 2BRANSON FRANK A INC

Map pinPALO ALTO, CA
Phone650-862-2369
NotebookSEC #801-26380
Total AUM
$223.2M
Employees
1
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
435 B MIDDLEFIELD ROAD
PALO ALTO
CA 94301-2722
United States
Operating Hours
9:00 A.M.-4:00 P.M.
Monday - Friday
Phone
650-862-2369

ReceiptFinancials

Total AUM
$223.2M
Accounts
12
Discretionary
$96.5M
Accounts
9
Non-Discretionary
$126.7M
Accounts
3

ContactClients

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HNW Individual Clients
11
AUM
$125.2M
Charitable Organization Clients
1
AUM
$98M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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