BRANSON FRANK A INC

435 B Middlefield Road
Palo Alto, California 94301-2722
Tel: 650-862-2369

About BRANSON FRANK A INC

BRANSON FRANK A INC, formally registered with the SEC as BRANSON FRANK A INC. The firm was established in 02/07/1986. They have over 1 offices throughout the country.

BRANSON FRANK A INC is a Palo Alto, California based Financial Planning firm with nearly $239,312,343 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110451
SEC#	801-26380
Assets Managed by Firm	$239,312,343
No. of Clients	16
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$239,312,343
Individuals (other than high net worth individuals)	5	$2,224,763
High net worth individuals	9	$145,931,982
Charitable organizations	2	$91,155,598

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