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Building 2FRANCIS FINANCIAL

Map pinNEW YORK, NY
Phone212-374-9008
NotebookSEC #801-76703
Total AUM
$803.2M
Employees
14
Clients
256

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
39 BROADWAY
SUITE 1730
NEW YORK
NY 10006
United States
Operating Hours
MON-FRI 9 AM-6 PM
Monday - Friday
Phone
212-374-9008

ReceiptFinancials

Total AUM
$803.2M
Accounts
1,048
Discretionary
$741.3M
Accounts
949
Non-Discretionary
$62M
Accounts
99

ContactClients

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Individual Clients
57
AUM
$32.8M
HNW Individual Clients
199
AUM
$770.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNHNJNYTX

HandshakeAffiliates

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

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