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Building 2FRANKLIN MANAGED OPTIONS STRATEGIES, LLC

Map pinSTAMFORD, CT
Phone(888) 865-7268
NotebookSEC #801-127676
Total AUM
$972.5M
Employees
12
Clients
437

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 FIRST STAMFORD PLACE
5TH FLOOR
STAMFORD
CT 06902
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
(888) 865-7268
Other Offices
1

ReceiptFinancials

Total AUM
$972.5M
Accounts
474
Discretionary
$801.2M
Accounts
435
Non-Discretionary
$171.3M
Accounts
39

ContactClients

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HNW Individual Clients
436
AUM
$722.7M
Investment Advisor Clients
1
AUM
$249.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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Affiliates
Reported 76 business affiliates.
Claimed Affiliates
Reported as an affiliate by 16 other businesses.

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