FRANK, RIMERMAN ADVISORS LLC

1801 Page Mill Road
Palo Alto, California 94304
Tel: 650-845-8100

About FRANK, RIMERMAN ADVISORS LLC

FRANK, RIMERMAN ADVISORS LLC, formally registered with the SEC as FRANK, RIMERMAN ADVISORS LLC. The firm was established in 07/01/2003. They have over 4 offices throughout the country.

FRANK, RIMERMAN ADVISORS LLC is a Palo Alto, California based Financial Planning firm with nearly $2,013,460,339 assets under management, offering retirement planning & investment advisory services to 412 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124147
SEC#	801-62201
Assets Managed by Firm	$2,013,460,339
No. of Clients	412
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (INVESTMENT PERFORMANCE REPORTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	412	$2,013,460,339
High net worth individuals	98	$2,006,487,041
Charitable organizations	1	$6,973,298

More Retirement Planning firms in Palo Alto, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Palo Alto, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.