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Charles Spencer Brant

BRANZAN INVESTMENT ADVISORS, INC.·LITTLETON, Colorado
Clean record15 years registeredBRANZAN INVESTMENT ADVISORS, INC.
10288 W CHATFIELD AVE, LITTLETON, CO 80127CRD# 5888917Firm CRD# 120783

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Spencer Brant · LITTLETON, CO
Registration
CRD #5888917 · BRANZAN INVESTMENT ADVISORS, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

Registration record
First registered · February 7, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRANZAN INVESTMENT ADVISORS, INC.
CRD 120783 · SEC 801-66261
AUM
$102M
Regulatory assets under management
Employees
6
6 client accounts
Services offered by BRANZAN INVESTMENT ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does Charles Spencer Brant offer?
Charles Spencer Brant specializes in Investment Management, Retirement Planning. Contact their office in LITTLETON, Colorado for a consultation.
What are Charles Spencer Brant's credentials?
Charles Spencer Brant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Spencer Brant located?
Charles Spencer Brant is based in LITTLETON, Colorado, working with BRANZAN INVESTMENT ADVISORS, INC.. Their office serves clients in the LITTLETON metropolitan area and surrounding communities.
How does Charles Spencer Brant charge for services?
Charles Spencer Brant'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 BRANZAN INVESTMENT ADVISORS, INC.?
BRANZAN INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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