BRANSON FRANK A INC
CRD #110451 SEC #801-26380 PALO ALTO, CA 650-862-2369
SEC Registered
Total AUM
$262.6M
Discretionary
$96.2M
Employees
3
Clients
--
Accounts
16
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $262.6M | $96.2M | $166.4M | 3 | 0 |
| Mar 2024 | $239.3M | $90.1M | $149.2M | 3 | 0 |
| Mar 2023 | $215.3M | $77.3M | $138M | 3 | 0 |
| Mar 2022 | $244.7M | $83.9M | $160.8M | 3 | 0 |
| Mar 2021 | $220.9M | $72.1M | $148.9M | 3 | 0 |
| Jun 2020 | $256.4M | $93.8M | $162.6M | 3 | 0 |
| Feb 2020 | $256.4M | $93.8M | $162.6M | 3 | 0 |
| Mar 2019 | $224.5M | $107.6M | $116.9M | 3 | 0 |
| Mar 2018 | $236.2M | $112.4M | $123.8M | 3 | 0 |
| Mar 2017 | $243.7M | $97.1M | $146.6M | 3 | 11 |
| Mar 2016 | $150.2M | $93.4M | $56.8M | 4 | 11 |
| Feb 2015 | $153.8M | $95.7M | $58.2M | 3 | 11 |
| Jul 2014 | $143.3M | $143.3M | $0 | 3 | 11 |
| May 2014 | $143.3M | $143.3M | $0 | 3 | 11 |
| Mar 2014 | $143.3M | $143.3M | $0 | 3 | 11 |
| Jun 2013 | $137.7M | $137.7M | $0 | 3 | 11 |
| Apr 2012 | $144M | $144M | $0 | 1 | 11 |
| Aug 2011 | $145.5M | $145.5M | $0 | 5 | -- |
| Jun 2011 | $145.5M | $145.5M | $0 | 5 | -- |
| Jun 2010 | $139.4M | $139.4M | $0 | 5 | -- |
| Jun 2005 | $125M | $125M | $0 | 5 | -- |
| Jul 2004 | $37.1M | $37.1M | $0 | 5 | -- |
| Apr 2002 | $43.5M | $43.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$262.6M
Discretionary$96.2M
Non-Disc.$166.4M
Employees3
Clients0
DateMar 2024
Total AUM$239.3M
Discretionary$90.1M
Non-Disc.$149.2M
Employees3
Clients0
DateMar 2023
Total AUM$215.3M
Discretionary$77.3M
Non-Disc.$138M
Employees3
Clients0
DateMar 2022
Total AUM$244.7M
Discretionary$83.9M
Non-Disc.$160.8M
Employees3
Clients0
DateMar 2021
Total AUM$220.9M
Discretionary$72.1M
Non-Disc.$148.9M
Employees3
Clients0
DateJun 2020
Total AUM$256.4M
Discretionary$93.8M
Non-Disc.$162.6M
Employees3
Clients0
DateFeb 2020
Total AUM$256.4M
Discretionary$93.8M
Non-Disc.$162.6M
Employees3
Clients0
DateMar 2019
Total AUM$224.5M
Discretionary$107.6M
Non-Disc.$116.9M
Employees3
Clients0
DateMar 2018
Total AUM$236.2M
Discretionary$112.4M
Non-Disc.$123.8M
Employees3
Clients0
DateMar 2017
Total AUM$243.7M
Discretionary$97.1M
Non-Disc.$146.6M
Employees3
Clients11
DateMar 2016
Total AUM$150.2M
Discretionary$93.4M
Non-Disc.$56.8M
Employees4
Clients11
DateFeb 2015
Total AUM$153.8M
Discretionary$95.7M
Non-Disc.$58.2M
Employees3
Clients11
DateJul 2014
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees3
Clients11
DateMay 2014
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees3
Clients11
DateMar 2014
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees3
Clients11
DateJun 2013
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees3
Clients11
DateApr 2012
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees1
Clients11
DateAug 2011
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$37.1M
Discretionary$37.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees5
Clients--