B
$79.0M Total AUM
$79.0M Disc. AUM
-- 3Y CAGR
3 Employees
91 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-03-2015
- Office Locations
- 1
Office Locations
17 W. 10th Street Suite 160 Holland MI
About Branch Capital Management
Branch Capital Management is a Holland-based RIA. The firm has been operating for 10 years. Managing $79.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$39.5M AVG AUM / ADVISOR
$868.4K AVG AUM / CLIENT
5.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN LEO JOLIAT
Chief Compliance Officer, Managing Director, Managing Member, Owner
- CRD
- #6101111
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DANIEL NELSON GILLETT
Founding Partner
- CRD
- #8009205
Available
Available
Available
D
DEAN VANDERZEE
Owner
- CRD
- #7685429
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,022,825 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,022,825 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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