Branco Planning Co Inc (Memphis)

Name: Branco Planning Co Inc
Address: 5101 Wheelis Road, Memphis, TN, 38117
Telephone: 901-324-6600

Branco Planning Co Inc is a large advisory firm based in Memphis. It manages $149.5 million of regulatory assets for 235 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Tennessee.

Branco Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Branco Planning: assets under management

The assets under management (AUM) of Branco Planning Co Inc is $149.5 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.5 million in discretionary accounts and $145 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $450 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $644.44 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Branco Planning Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Branco Planning Co Inc

Raymond Wilson Brandon has been acting as President since 1 Feb 1989. Elvis Denby Brandon joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Elvis Denby Brandon	Chairman of the board	1 Jul 1982	25% - 50%	28869
Helen Deupree Brandon	Secretary	1 Jul 1982	25% - 50%	1929860
Elvis Denby Brandon	Vice president	1 Aug 1983	Other	1128321
Raymond Wilson Brandon	President	1 Feb 1989	Other	1139301

Based in Memphis

The principal office where Branco Planning Co Inc performs its advisory services is located at 5101 Wheelis Road, Memphis, TN 38117 The mailing address of the firm is P O Box 770870, Memphis, TN 38177. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 901-324-6600 or by fax 901-324-5743. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at brandonorg.com.