Overview
Assets Under Management: $510 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 188
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 188
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.97
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 884
Discretionary Accounts: 758
Non-Discretionary Accounts: 126
Regulatory Filings
CRD Number: 128067
Last Filing Date: 2024-07-09 00:00:00
Website: https://francisfinancial.com