The Brauner Company is an adviser based in Redwood City. It manages $35.75 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and New Hampshire.
The Brauner Company provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and workshops, and consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Brauner Company is $35.75 million. The firm's AUM has grown by 12% 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 The Brauner Company for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Julius Frederick Brauner has been acting as President since 1 Sep 2001. Susan Mestier Brauner joined the executive team most recently as the Vice President, Secretary & Treasurer/Chief Compliance Officer.
The principal office where The Brauner Company performs its advisory services is located at 255 Shoreline Drive, Suite 150, Redwood City, CA 94065, 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 650-574-0800 or by fax 650-574-7282. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.braunercompany.com.