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| Happy Holidays!! thanks for using AUM13F!! |
| Branson Frank A Inc
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|---|---|
| CRD # | 110451 |
| SEC # | 801-26380 |
| CIK # | |
| AUM | $262.6 M (2025-03-20) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 650-862-2369 |
| Address | 435 B Middlefield Road Palo Alto, CA 94301-2722 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 1.5 |
| (b) Individuals (high net worth individuals) | 10 | 159.7 |
| (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 | 0.0 |
| (h) Charitable organizations | 2 | 101.4 |
| (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 | 16 | 262.6 |
| By Discretionary | ||
| Discretionary | 14 | 96.2 |
| Non-Discretionary | 2 | 166.4 |
| Total | 16 | 262.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.6 | |
| Total | 16 | 262.6 |
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|---|---|---|
|
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LA | 0.3 |
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IL | 0.3 |
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Columbia Advisory Partners LLC
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NorthStar Financial Planning LLC
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Purefi Wealth LLC
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MA | 0.3 |
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SC | 0.3 |
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Ballentine Capital Advisors Inc
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SC | 0.3 |
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GFS Wealth Management Advisors Inc
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CT | 0.3 |
|
Silver Oak Wealth Advisors Services LLC
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|
CA | 0.3 |