Overview
Assets Under Management: $72 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 27
Average Client Assets: $2.5 million
Frequently Asked Questions
FRANCO FINANCIAL ADVISORS, INC. 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 #137587), FRANCO FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
FRANCO FINANCIAL ADVISORS, INC. is headquartered in NEW YORK, NY.
FRANCO FINANCIAL ADVISORS, INC. serves 27 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, FRANCO FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FRANCO FINANCIAL ADVISORS, INC. manages $72 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, FRANCO FINANCIAL ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.10%
Average Client Assets: $2.5 million
Total Client Accounts: 108
Discretionary Accounts: 108
Regulatory Filings
CRD Number: 137587
Filing ID: 2062182
Last Filing Date: 2026-03-03 12:11:25