Overview
Assets Under Management: $164 million
Headquarters: CARLSBAD, CA
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.69
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 462
Discretionary Accounts: 451
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 147537
Last Filing Date: 2025-01-28 00:00:00
Website: https://frankfinancialadvisors.com