Branson Frank a Inc
● SEC registered since 1986CRD 110451SEC# 801-26380Palo Alto, CA
Reg. AUM
$223.2M
Employees
1
Accounts
12
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 $223.2 million in regulatory assets under management and employs 1 people.
Branson Frank a Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Coralee Nims Branson Control | Secretary | 50-75% | 1980 |
| Frank Alvin Branson Control | President, Chief Compliance Officer | 50-75% | 1980 |
Frequently asked questions
How much does Branson Frank a Inc manage?
Branson Frank a Inc reports $223.2 million in regulatory assets under management on its Form ADV.
How many employees does Branson Frank a Inc have?
Branson Frank a Inc reports 1 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
| Address | 435 B Middlefield Road, Palo Alto, CA 94301-2722 |
| Phone | 650-862-2369 |
| Office hours | 9:00 a.m.-4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$223.2M▼ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$223.2Mregulatory AUM
Discretionary $96.5MNon-discretionary $126.7M