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Branson Frank a Inc

● SEC registered since 1986CRD 110451SEC# 801-26380Palo Alto, CA
Export (members)
Reg. AUM
$262.6M
Employees
3
Accounts
16
Location
Palo Alto, CA

Branson Frank a Inc assets under management

Branson Frank a Inc is a registered investment adviser overseen by the SEC based in Palo Alto, CA. The firm has been registered since 1986. It reports $262.6 million in regulatory assets under management and employs 3 people.

Branson Frank a Inc owners & executives

2 reported
NameTitleOwnershipSince
Coralee Nims Branson ControlSecretary50-75%1980
Frank Alvin Branson ControlPresident, Chief Compliance Officer50-75%1980

Frequently asked questions

How much does Branson Frank a Inc manage?

Branson Frank a Inc reports $262.6 million in regulatory assets under management on its Form ADV.

How many employees does Branson Frank a Inc have?

Branson Frank a Inc reports 3 employees.

Where is Branson Frank a Inc located?

Branson Frank a Inc is based in Palo Alto, CA and has been SEC-registered since 1986.

Does Branson Frank a Inc disclose fund performance?

Branson Frank a Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address435 B Middlefield Road, Palo Alto, CA 94301-2722
Phone650-862-2369
Office hours9:00 a.m.-4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$96.2M
Non-discretionary$166.4M
Total (RAUM)$262.6M