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BRANDON FINANCIAL PLANNING INC

EIN 62-1142518-investment management-Latest filing 2025
Plans
1
Retirement
1
$11.0M assets
Welfare
0
Participants
5
5101 WHEELIS ROAD SUITE 112 - MEMPHIS, TN 38117901-324-6600brandonplanning.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$11.0M - 5 part

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Retirement#001

BRANDON INVESTMENTS, INC. PROFIT SHARING PLAN

401k

Assets$11.0M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRANDON INVESTMENTS, INC. PROFIT SHARING PLAN401k$11.0M52025
Retirement plans
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