Brandon Financial Planning, Inc., TN — Investment Adviser | BuildTrust

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BRANDON FINANCIAL PLANNING, INC.

Investment AdviceMEMPHIS, TN

Assets Under Management

$362.8M

Total AUM

Donut chart: Discretionary 29.5M, Non-Discretionary 333.3M
Category	Value
Discretionary	29.5M
Non-Discretionary	333.3M

Adviser Information

Field	Value
CRD Number	110267
SEC Number	801-17960
Street Address	5101 WHEELIS ROAD
Street Address 2	SUITE 112
Location	MEMPHIS, TN 38117
Country	United States
Phone	901-324-6600
Fax	901-324-5743
Total Employees	6

Client Count by Type (245 Total)

Horizontal bar chart: High Net Worth Individual… 127, Individuals (other than H… 118
Category	Value
High Net Worth Individual…	127
Individuals (other than H…	118