Branson Frank A Inc

RIASEC Registered
Total AUM
$223M
Discretionary
$96.5M
43% of AUM
Avg account
$18.6M
Accounts
12
Employees
1
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Cash & Cash Equivalents 26%, State & Local Bonds 2%, US Government Bonds 1%71%
  • Exchange Traded Equities71%
  • Cash & Cash Equivalents26%
  • State & Local Bonds2%
  • US Government Bonds1%

Contacts

2 of 2
  • Frank Branson

    PresidentCRD 4391065

  • Coralee Branson

    SecretaryCRD 4391068

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth