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Building 2JLFRANKLIN WEALTH PLANNING

Map pinLARKSPUR, CA
Phone415-925-3400
NotebookSEC #801-64813
Total AUM
$43.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 LARKSPUR LANDING CIRCLE
SUITE 185
LARKSPUR
CA 94939-1756
United States
Operating Hours
9AM - 5PM
BY APPOINTMENT
Phone
415-925-3400

ReceiptFinancials

Total AUM
$43.1M
Accounts
158
Discretionary
$43.1M
Accounts
158
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEMINAR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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