Overview
Assets Under Management: $136 million
Headquarters: CORAL SPRINGS, FL
High-Net-Worth Clients: 37
Average Client Assets: $2.4 million
Frequently Asked Questions
FR FINANCIAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135980), FR FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
FR FINANCIAL ADVISORS LLC is headquartered in CORAL SPRINGS, FL.
FR FINANCIAL ADVISORS LLC serves 37 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, FR FINANCIAL ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FR FINANCIAL ADVISORS LLC manages $136 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, FR FINANCIAL ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.48%
Average Client Assets: $2.4 million
Total Client Accounts: 310
Discretionary Accounts: 310
Regulatory Filings
CRD Number: 135980
Filing ID: 2073796
Last Filing Date: 2026-03-24 12:21:15