FRANKLIN PARK

Three Bala Plaza
Suite 500 West
Bala Cynwyd, Pennsylvania 19004
Tel: 610-822-0500

About FRANKLIN PARK

FRANKLIN PARK, formally registered with the SEC as FRANKLIN PARK. The firm was established in 05/09/2003. They have over 2 offices throughout the country.

FRANKLIN PARK is a Bala Cynwyd, Pennsylvania based Financial Planning firm with nearly $8,627,543,828 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126508
SEC#	801-62046
Assets Managed by Firm	$8,627,543,828
No. of Clients	47
No. of Advisors	29

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	47	$8,627,543,828
Pension and profit sharing plans	1	$446,553,834
Charitable organizations	1	$466,917,538

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