Coralee Branson is a control person of Branson Frank A and directly owns between 50% and 75% of it.
Branson Frank A is an investment adviser based in Palo Alto, CA, registered with the SEC since 1986. It provides investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $223 million, as filed on 19 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4391068
- Firm
- Branson Frank A · CRD 110451
- Role
- Secretary
- In role since
- March 1980 · 46 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Palo Alto, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Coralee Branson work?
Coralee Branson has been Secretary of Branson Frank A Inc since March 1980, and is a control person of the firm.
How can I verify Coralee Branson’s record?
Coralee Branson’s role is listed on Branson Frank A Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110451.