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Home > Retirement Planners > connecticut > westport > FRANKLIN MANAGED OPTIONS STRATEGIES, LLC
FRANKLIN MANAGED OPTIONS STRATEGIES, LLC
1071 Post Road East, #201
Westport, Connecticut 06880
Tel: (888) 865-7268
About FRANKLIN MANAGED OPTIONS STRATEGIES, LLC
FRANKLIN MANAGED OPTIONS STRATEGIES, LLC, formally registered with the SEC as FRANKLIN MANAGED OPTIONS STRATEGIES, LLC. The firm was established in 04/27/2023. They have over 2 offices throughout the country.
FRANKLIN MANAGED OPTIONS STRATEGIES, LLC is a Westport, Connecticut based Financial Planning firm with nearly $447,406,128 assets under management, offering retirement planning & investment advisory services to 68 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325732 |
| SEC# | 801-127676 |
| Assets Managed by Firm | $447,406,128 |
| No. of Clients | 68 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 68 | $447,406,128 |
| High net worth individuals | 67 | $278,724,269 |
| Other investment advisers | 1 | $168,681,859 |
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