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Building 2JLFRANKLIN WEALTH PLANNING

Map pinSAN RAFAEL, CA
Phone(415) 925-3400
NotebookSEC #801-110848
Total AUM
$201.4M
Employees
3
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1050 NORTHGATE DRIVE
SUITE 360
SAN RAFAEL
CA 94903
United States
Operating Hours
9AM - 5PM
BY APPOINTMENT
Phone
(415) 925-3400
Other Offices
4

ReceiptFinancials

Total AUM
$201.4M
Accounts
218
Discretionary
$201.4M
Accounts
218
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$2M
HNW Individual Clients
39
AUM
$199.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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