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BRANSON FOWLKES & CO INC
19 Briar Hollow Lane
Suite 130
Houston, Texas 77027
Tel: 713-780-0606
About BRANSON FOWLKES & CO INC
BRANSON FOWLKES & CO INC, formally registered with the SEC as BRANSON FOWLKES & CO INC. The firm was established in 06/22/1993. They have over 1 offices throughout the country.
BRANSON FOWLKES & CO INC is a Houston, Texas based Financial Planning firm with nearly $327,475,000 assets under management, offering retirement planning & investment advisory services to 1115 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107657 |
| SEC# | 801-44173 |
| Assets Managed by Firm | $327,475,000 |
| No. of Clients | 1115 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1115 | $327,475,000 |
| Individuals (other than high net worth individuals) | 60 | $280,938,000 |
| High net worth individuals | 118 | $33,200,000 |
| Pension and profit sharing plans | 5 | $10,037,000 |
| Charitable organizations | 6 | $3,300,000 |
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