The Brauner Company (Redwood City)

Name: The Brauner Company
Address: 255 Shoreline Drive, Suite 150, Redwood City, CA, 94065
Telephone: 650-574-0800

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 Brauner Company: assets under management

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 firm manages $2.58 million in discretionary accounts and $33.17 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $368.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $335.06 thousand.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Brauner Company

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Julius Frederick Brauner	President	1 Sep 2001	50% - 75%	706699
Susan Mestier Brauner	Vice president, secretary & treasurer/chief compliance officer	1 Sep 2001	50% - 75%	1020842

Based in Redwood City

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.