Branzan Investment Advisors, Inc. is a large advisory firm based in Denver. It manages $101.27 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Colorado.
Branzan Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for limited liability limited partnerships. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Branzan Investment Advisors, Inc. is $101.27 million. The firm's AUM has grown by 202% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Branzan Investment Advisors, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, and pooled investment vehicles. The largest group of clients of John Getty Brant is pooled investment vehicles with 4 clients and $68.02 million of assets under management. Among the 9 most similar advisory firms, Branzan Investment Advisors has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $101.27 million for 90 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Branzan Investment Advisors also advises several private funds. Namely, four other private funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $150,000.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Getty Brant has been acting as President since 1 Jan 2011. Charles Spencer Brant joined the executive team most recently as the Analyst/Shareholder.
The principal office where Branzan Investment Advisors, Inc. performs its advisory services is located at 1600 Broadway, Suite 1460, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-292-9224 or by fax 303-292-9226. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at branzanadvisors.com/.