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FRANK FINANCIAL ADVISORS
2710 Loker Avenue West
Suite 230
Carlsbad, California 92010
Tel: 760-438-3360
About FRANK FINANCIAL ADVISORS
FRANK FINANCIAL ADVISORS, formally registered with the SEC as FRANK FINANCIAL ADVISORS. The firm was established in 07/02/2021. They have over 1 offices throughout the country.
FRANK FINANCIAL ADVISORS is a Carlsbad, California based Financial Planning firm with nearly $164,442,897 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147537 |
| SEC# | 801-121668 |
| Assets Managed by Firm | $164,442,897 |
| No. of Clients | 462 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 462 | $164,442,897 |
| Individuals (other than high net worth individuals) | 91 | $29,181,358 |
| High net worth individuals | 49 | $134,326,401 |
| Corporations or other businesses | 5 | $935,138 |
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