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Building 2FRANK FINANCIAL ADVISORS

Map pinCARLSBAD, CA
Phone760-438-3360
NotebookSEC #801-121668
Total AUM
$188.2M
Employees
2
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2710 LOKER AVENUE WEST
SUITE 230
CARLSBAD
CA 92010
United States
Operating Hours
7:00 AM TO 3:30 PM
Monday - Friday
Phone
760-438-3360

ReceiptFinancials

Total AUM
$188.2M
Accounts
456
Discretionary
$182.4M
Accounts
446
Non-Discretionary
$5.8M
Accounts
10

ContactClients

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Individual Clients
80
AUM
$20.7M
HNW Individual Clients
60
AUM
$167M
Corporation or Business Clients
4
AUM
$569K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANHTX

HandshakeAffiliates

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

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