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Building 2FRANKLY FINANCES

Map pin
Phone786-897-5035
NotebookSEC #801-129403
Total AUM
$204.2M
Employees
1
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
BY APPOINTMENT ONLY
Phone
786-897-5035

ReceiptFinancials

Total AUM
$204.2M
Accounts
134
Discretionary
$204.2M
Accounts
134
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$1.2M
HNW Individual Clients
21
AUM
$201.8M
Pension/Profit Sharing Plan Clients
3
AUM
$1M
Charitable Organization Clients
1
AUM
$155.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNHTX

HandshakeAffiliates

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

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