|
⚲
|
| Brandon Financial Planning Inc
✚
|
|
|---|---|
| CRD # | 110267 |
| SEC # | 801-17960 |
| CIK # | |
| AUM | $363.6 MM (2023-02-17) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 901-324-6600 |
| Address | 5101 Wheelis Road Memphis, TN 38117 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 145.6 |
| (b) Individuals (high net worth individuals) | 100 | 210.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,185 | 363.6 |
| By Discretionary | ||
| Discretionary | 13 | 20.9 |
| Non-Discretionary | 2,172 | 342.7 |
| Total | 2,185 | 363.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.6 | |
| Total | 2,185 | 363.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Security Management Inc
✚
|
CO | 0.4 |
|
Drexel Morgan & Co
✚
|
PA | 0.4 |
|
Benedetti and Gucer Inc
✚
|
GA | 0.4 |
|
Efficient Frontier Advisors LLC
✚
|
CT | 0.4 |
|
Resource Financial Group Ltd
✚
|
IL | 0.4 |
|
Fruth Investment Management
✚
|
TX | 0.4 |
|
Kennerman Associate Inc
✚
|
NY | 0.4 |
|
The Wealth Group Ltd
✚
|
MN | 0.4 |
|
Soundmark Wealth Management LLC
✚
|
WA | 0.4 |
|
Golden State Asset Management LLC
✚
|
CA | 0.4 |