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FRANK FINANCIAL ADVISORS

2710 Loker Avenue West
Suite 230
Carlsbad, California 92010
Tel: 760-438-3360

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About FRANK FINANCIAL ADVISORS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#147537
SEC#801-121668
Assets Managed by Firm$164,442,897
No. of Clients462
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total462$164,442,897
Individuals (other than high net worth individuals)91$29,181,358
High net worth individuals49$134,326,401
Corporations or other businesses5$935,138

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