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Building 2FRANK FINANCIAL SERVICES

Map pinCARLSBAD, CA
Phone760-438-3360
NotebookSEC #801-69515
Total AUM
$50.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2710 LOKER AVENUE WEST
SUITE 230
CARLSBAD
CA 92010
United States
Operating Hours
7:00 AM TO 3:30 PM
Monday - Friday
Phone
760-438-3360

ReceiptFinancials

Total AUM
$50.9M
Accounts
155
Discretionary
$50.9M
Accounts
155
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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