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BRANCH & BLOOM FINANCIAL PLANNING, LLC
CRD 339754
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