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BRANZAN INVESTMENT ADVISORS, INC.

10288 W Chatfield Ave
Ste 300
Littleton, Colorado 80127
Tel: 303-292-9224

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About BRANZAN INVESTMENT ADVISORS, INC.

BRANZAN INVESTMENT ADVISORS, INC, formally registered with the SEC as BRANZAN INVESTMENT ADVISORS, INC. The firm was established in 04/21/2006. They have over 1 offices throughout the country.

BRANZAN INVESTMENT ADVISORS, INC. is a Littleton, Colorado based Financial Planning firm with nearly $102,215,657 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#120783
SEC#801-66261
Assets Managed by Firm$102,215,657
No. of Clients6
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Other (PORTFOLIO MANAGEMENT FOR LIMITED LIABILITY LIMITED PARTNERSHIPS)

Firm Client Information

No. of ClientsAUM
Firm Total6$102,215,657
Charitable organizationsFewer than 5 clients$9,176,195

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