Branson Frank A Inc
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 110451
- Registered since
- February 7, 1986
- Custodians
- U. S. BANK, U. S. BANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI56.1%
- Charitable Organizations43.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Branson Frank A Inc. is an institutional registered investment adviser that has been SEC-registered since 1986. The firm is organized as a corporation and is owned by an individual. Its client base mixes high-net-worth individuals and families with institutional clients, and its advisory work centers on portfolio management for individuals/small businesses as well as for businesses or institutions. Compensation is charged as a percentage of assets under management and can include performance-based fees. The firm is not identified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Cash & Cash Equivalents26%
- State & Local Bonds2%
- US Government Bonds1%
Contacts
2 of 2Frank Branson
PresidentCRD 4391065
Coralee Branson
SecretaryCRD 4391068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 435 B Middlefield Rd
- Time zone
- PT (UTC-8)
- Office locations
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