Overview
Assets Under Management: $328 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 127
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 714
Discretionary Accounts: 19
Non-Discretionary Accounts: 695
Regulatory Filings
CRD Number: 110267
Last Filing Date: 2024-05-08 00:00:00
Website: https://brandonplanning.com