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Building 2VILLAFRANCO WEALTH MANAGEMENT

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Phone2013761507
NotebookSEC #801-57412
Total AUM
$299.1M
Employees
4
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
2013761507

ReceiptFinancials

Total AUM
$299.1M
Accounts
122
Discretionary
$98.8M
Accounts
105
Non-Discretionary
$200.4M
Accounts
17

ContactClients

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Individual Clients
46
AUM
$7.4M
HNW Individual Clients
26
AUM
$124.8M
Pooled Vehicle Clients
2
AUM
$22M
Charitable Organization Clients
2
AUM
$145M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACTFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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