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Jill Kathleen Braden

FRANCIS CAPITAL MANAGEMENT, LLC·SANTA MONICA, California
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1453 3RD STREET, SANTA MONICA, CA 90401CRD# 6465574Firm CRD# 130165
01

About

Jill Kathleen Braden is a registered financial advisor based in SANTA MONICA, California, affiliated with FRANCIS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FRANCIS CAPITAL MANAGEMENT, LLC
FRANCIS CAPITAL MANAGEMENT, LLC
AUM
$76M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FRANCIS CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6465574
Firm CRD# 130165
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jill Kathleen Braden offer?
Jill Kathleen Braden specializes in Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.
What are Jill Kathleen Braden's credentials?
Jill Kathleen Braden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jill Kathleen Braden located?
Jill Kathleen Braden is based in SANTA MONICA, California, working with FRANCIS CAPITAL MANAGEMENT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Jill Kathleen Braden charge for services?
Jill Kathleen Braden's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRANCIS CAPITAL MANAGEMENT, LLC?
FRANCIS CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffrey Miller — ALIGN IMPACT, LLCEs Purandar Das — LANDMARK BANYAN REAL ESTATE ADVISORS LLCTheresa Frances Spath — SIERRA INVESTMENT MANAGEMENT INCAdam Grosser — UP PARTNERS MANAGEMENT COMPANY, LLCRonald Dennis Cordes — ALIGN IMPACT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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