Overview
Assets Under Management: $164 million
Headquarters: CARLSBAD, CA
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
FRANK FINANCIAL SERVICES 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 #147537), FRANK FINANCIAL SERVICES is subject to fiduciary duty under federal law.
FRANK FINANCIAL SERVICES is headquartered in CARLSBAD, CA.
FRANK FINANCIAL SERVICES serves 49 high-net-worth clients according to their SEC filing dated January 28, 2025. View client details ↓
According to their SEC Form ADV, FRANK FINANCIAL SERVICES offers financial planning and portfolio management for individuals. View all service details ↓
FRANK FINANCIAL SERVICES manages $164 million in client assets according to their SEC filing dated January 28, 2025.
According to their SEC Form ADV, FRANK FINANCIAL SERVICES serves high-net-worth individuals. View client details ↓
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