B
CRD: 110451
Branson Frank A INC
Palo Alto, CA, 94301
6508622369
$223.2M Total AUM
$96.5M Disc. AUM
1.2% 3Y CAGR
1 Employees
12 ADV. Clients
46 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-1980
- Office Locations
- 2
Office Locations
1290 Howard Ave. #323 Burlingame CA
435 B Middlefield Road Palo Alto CA
About Branson Frank A INC
Branson Frank A INC is a Palo Alto-based RIA with 2 offices. The firm has been operating for 46 years. Managing $223.2M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$223.2M AVG AUM / ADVISOR
$18.6M AVG AUM / CLIENT
37.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
46yrs Firm Age
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Investment Themes
Fusion pioneer
Owner & Executives
C
CORALEE NIMS BRANSON
Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
(327) 832-1823
momentum.vertex@foundationcapital.com
in linkedin.com/in/value-oak
F
FRANK ALVIN BRANSON
Chief Compliance Officer, Founder, President
- CRD
- #4391065
- Ownership
- 50% but less than 75%
(205) 497-7591
wave.frontier@catalystcapital.com
in linkedin.com/in/timber-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,511,262 | $10,723,474 |
| Non-Discretionary | $126,697,083 | $42,232,361 |
| Total | $223,208,345 | $18,600,695 |
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Separately Managed Accounts
Total SMA Asset: $223,208,345
Equity - Exchange:
36.2% Cash:
8.7% Municipal Bonds:
23.3% U.S. Government/Agency:
31.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $143,002,003 | 36.2% |
| Cash | $34,367,885 | 8.7% |
| Municipal Bonds | $92,042,726 | 23.3% |
| U.S. Government/Agency | $125,620,543 | 31.8% |
| Total | $395,033,157 | 100.0% |