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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