Overview
Assets Under Management: $201 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 39
Average Client Assets: $5.1 million
Frequently Asked Questions
JLFRANKLIN WEALTH PLANNING 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 #131690), JLFRANKLIN WEALTH PLANNING is subject to fiduciary duty under federal law.
JLFRANKLIN WEALTH PLANNING is headquartered in SAN RAFAEL, CA.
JLFRANKLIN WEALTH PLANNING serves 39 high-net-worth clients according to their SEC filing dated March 05, 2024. View client details ↓
According to their SEC Form ADV, JLFRANKLIN WEALTH PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
JLFRANKLIN WEALTH PLANNING manages $201 million in client assets according to their SEC filing dated March 05, 2024.
According to their SEC Form ADV, JLFRANKLIN WEALTH PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.00%
Average Client Assets: $5.1 million
Total Client Accounts: 218
Discretionary Accounts: 218
Regulatory Filings
CRD Number: 131690
Filing ID: 1827091
Last Filing Date: 2024-03-05 11:44:00