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BRANSON FRANK A INC
CRD 110451 · SEC 801-26380
435 B MIDDLEFIELD ROAD, PALO ALTO, CA, 94301-2722, United States
Phone
650-862-2369
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$223.2M
Discretionary AUM
$96.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 11 | $125.2M |
| Charitable organizations | 1 | $98.0M |
States served
CA
Official SEC filing: View on IAPD