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Building 2FRANCO FINANCIAL ADVISORS, INC.

Map pinNEW YORK, NY
Phone212-877-1576
NotebookSEC #801-125726
Total AUM
$72M
Employees
3
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
41 MADISON AVENUE
31ST FLOOR
NEW YORK
NY 10010
United States
Operating Hours
9:30 AM TO 6:30 PM
Monday - Friday
Phone
212-877-1576

ReceiptFinancials

Total AUM
$72M
Accounts
108
Discretionary
$72M
Accounts
108
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$3.5M
HNW Individual Clients
27
AUM
$68.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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