Frank
Branson
Branson Frank A Inc
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About this Advisor
Frank Branson is a financial advisor based in Burlingame, California, working with Branson Frank A Inc. Frank has previously held positions at Frank A. Branson Inc and Duncan & Branson. Frank is registered to provide services in California. Currently, Frank is part of Branson Frank A Inc, which operates out of Burlingame, California. The firm has 3 employees and manages assets totaling $239.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Branson Frank A Inc includes asset-based and performance-based fees.
Services Offered
Fee Structure
Office Location
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Branson Frank A Inc Brokerage Details
$239,312,343
3
16
$14,957,021
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Frank Branson Work History
Duncan & Branson
Frank A. Branson Inc
Disclosures
Please visit the SEC profile of Frank Branson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Branson Frank A Inc
Burlingame, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
