2710 Loker Avenue West
Suite 230
Carlsbad, California 92010
Tel: 760-438-3360
FRANK FINANCIAL ADVISORS, formally registered with the SEC as FRANK FINANCIAL ADVISORS. The firm was established in 07/02/2021. They have over 1 offices throughout the country.
FRANK FINANCIAL ADVISORS is a Carlsbad, California based Financial Planning firm with nearly $164,442,897 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 147537 |
SEC# | 801-121668 |
Assets Managed by Firm | $164,442,897 |
No. of Clients | 462 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 462 | $164,442,897 |
Individuals (other than high net worth individuals) | 91 | $29,181,358 |
High net worth individuals | 49 | $134,326,401 |
Corporations or other businesses | 5 | $935,138 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Carlsbad, California