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BRANCH & BLOOM FINANCIAL PLANNING, LLC

CRD 339754

Visit website

1300 EL CAMINO REAL, SUITE 100, MENLO PARK, CA, 94025, United States

Phone

(650) 332-2585

Fax

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

No

Services

Financial planningEducational seminars

All web addresses on file

Official SEC filing: View on IAPD