FRANK FINANCIAL SERVICES
Doing business as FRANK FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$188,217,262
Discretionary
$182,408,083
Non-discretionary
$5,809,179
Firm details
- CRD number
- 147537
- SEC file number
- 801-121668
- Main office
- CARLSBAD, CA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.