Overview
Assets Under Management: $111 million
Headquarters: WASHINGTON, DC
High-Net-Worth Clients: 41
Average Client Assets: $0.7 million
Frequently Asked Questions
FRANGO FINANCIAL 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 #154204), FRANGO FINANCIAL is subject to fiduciary duty under federal law.
FRANGO FINANCIAL is headquartered in WASHINGTON, DC.
FRANGO FINANCIAL serves 41 high-net-worth clients according to their SEC filing dated December 04, 2024. View client details ↓
According to their SEC Form ADV, FRANGO FINANCIAL offers financial planning and portfolio management for individuals. View all service details ↓
FRANGO FINANCIAL manages $111 million in client assets according to their SEC filing dated December 04, 2024.
According to their SEC Form ADV, FRANGO FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.74%
Average Client Assets: $0.7 million
Total Client Accounts: 346
Discretionary Accounts: 346
Regulatory Filings
CRD Number: 154204
Filing ID: 1917983
Last Filing Date: 2024-12-04 21:33:00