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Branson, Fowlkes & Company, Inc.

EST. AUM
$1,384,000

CONTACTS

CLIENT ACCOUNTS
1

Firm Details

Metro area Houston
CRD Number 107656
Website bransonfowlkes.com
Client types

Overview

Branson, Fowlkes & Company, Inc. is an SEC-registered investment advisor established in 1990 and based in Houston, Texas. The firm provides personalized investment advisory and wealth management services to affluent and high-net-worth individuals and families, as well as pension plans, trusts, estates, charitable organizations, and small to medium-sized businesses. As of December 31, 2024, the firm managed approximately $407 million in assets across roughly 197 clients. The firm operates as a fiduciary, emphasizing a team-based, consultative approach built around each client's specific goals.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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