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BRAMSHILL INVESTMENTS, LLC
801 Laurel Oak Drive
Suite 300
Naples, Florida 34108
Tel: (239) 920-7310
About BRAMSHILL INVESTMENTS, LLC
BRAMSHILL INVESTMENTS, LLC, formally registered with the SEC as BRAMSHILL INVESTMENTS, LLC. The firm was established in 03/20/2012. They have over 3 offices throughout the country.
BRAMSHILL INVESTMENTS, LLC is a Naples, Florida based Financial Planning firm with nearly $4,827,275,029 assets under management, offering retirement planning & investment advisory services to 841 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162492 |
| SEC# | 801-74578 |
| Assets Managed by Firm | $4,827,275,029 |
| No. of Clients | 841 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 841 | $4,827,275,029 |
| High net worth individuals | 656 | $1,676,174,601 |
| Pension and profit sharing plans | Fewer than 5 clients | $38,378,197 |
| Charitable organizations | 30 | $231,048,319 |
| Corporations or other businesses | 79 | $251,011,445 |
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