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| Happy Holidays!! thanks for using AUM13F!! |
| Brandon Financial Planning Inc
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| CRD # | 110267 |
| SEC # | 801-17960 |
| CIK # | |
| AUM | $362.8 M (2025-03-12) |
| Employees | 6 (50% Investors, 33% Brokers) |
| Phone | 901-324-6600 |
| Address | 5101 Wheelis Road Memphis, TN 38117 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 84.3 |
| (b) Individuals (high net worth individuals) | 127 | 268.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 771 | 362.8 |
| By Discretionary | ||
| Discretionary | 25 | 29.5 |
| Non-Discretionary | 746 | 333.3 |
| Total | 771 | 362.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.8 | |
| Total | 771 | 362.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Taylor Financial Group Inc
✚
|
VA | 0.4 |
|
Wittenberg Investment Management Inc
✚
|
0.4 | |
|
Roger Wittlin Investment Advisory LLC
✚
|
0.4 | |
|
Fellowship Financial Planning LLC
✚
|
WA | 0.4 |
|
Wills Financial Group LLC
✚
|
VA | 0.4 |
|
Solomon API LLC
✚
|
FL | 0.4 |
|
Cedar Wealth Management LLC
✚
|
CA | 0.4 |
|
Capstone Capital LLC
✚
|
NV | 0.4 |
|
Red Wave Investments LLC
✚
|
PA | 0.4 |
|
Leading Edge Financial Planning LLC
✚
|
TN | 0.4 |