# Branch Financial Services, Inc.

Branch Financial Services, Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/branch-financial-services-inc

## Regulatory record

- **CRD number:** 146985
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146985

## About

BRANCH FINANCIAL SERVICES, INC. is a state-registered investment adviser in SETAUKET, NY. It has 3 employees and 2 investment advisers. The firm is based in Long Island.

## Questions

### Who runs investment decisions at Branch Financial Services, Inc.?

No named principals or investment committee members are publicly listed for this firm. The firm's leadership and decision-making structure are not disclosed in any known public source as of mid-2026.

### What is the AUM of Branch Financial Services, Inc.?

The firm does not publicly disclose its assets under management. No AUM figure has appeared in regulatory filings, media reports, or the firm's own communications.

### Where is Branch Financial Services, Inc. headquartered?

The firm's headquarters location is not disclosed in public sources. Its RIA registration does not specify a city or state in publicly available records.

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Last updated: 2026-06-03T20:00:00.000Z

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