FRANCIS FINANCIAL, INC.
Doing business as FRANCIS FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$803,235,775
Discretionary
$741,285,775
Non-discretionary
$61,950,000
Firm details
- CRD number
- 128067
- SEC file number
- 801-76703
- Main office
- NEW YORK, NY, United States
- Employees
- 14
- SEC status
- Approved
- Website
- HTTP://WWW.FRANCISFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.