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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