Windham Brannon Investments Inc (Atlanta)

Name: Windham Brannon Investments Inc
Address: 1355 Peachtree St, Atlanta, GA, 30309
Telephone: 404-898-2005

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.

Windham Brannon Investments: assets under management

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 firm manages $116.61 million in discretionary accounts and $10.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $365.54 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $393.89 thousand.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Windham Brannon Investments Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Wallace Heard	President	1 Nov 1999	Other	1219939
John Edgar	Vice president	1 Nov 1999	Other	2444595
Charles Lee Mcgimsey	Secretary	1 Nov 1999	Other	4377698
William Joseph Bomar	Shareholder	1 Nov 1999	Other	4377699
Barbara Minderman Coats	Shareholder	1 Nov 1999	Other	4377700
Matthew Harrison Levin	Shareholder	1 Nov 1999	Other	4377701
Carolyn Crowe Riticher	Shareholder	1 Nov 1999	Other	4377702
Brent Alan Wilkinson	Shareholder	1 Oct 2001	Other	4745149
David Holly Kloess	Shareholder	1 Oct 2002	Other	4745175
Amy Farel Merrill	Vice president	1 Jan 2003	Other	4658964

Based in Atlanta

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.