Windham Brannon Investments Inc is a large advisory firm based in Atlanta. It manages $127.24 million of regulatory assets for 346 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.
Windham Brannon Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Windham Brannon Investments Inc is $127.24 million. The firm's AUM has grown by 175% 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 Windham Brannon Investments Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
James Wallace Heard has been acting as President since 1 Nov 1999. Amy Farel Merrill joined the executive team most recently as the Vice President.
The principal office where Windham Brannon Investments Inc performs its advisory services is located at 1355 Peachtree St, Atlanta, GA 30309, 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 404-898-2005 or by fax 404-898-2010. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at windhambrannon.com.