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FRANKLY FINANCES LLC

UUID39772131-9c87-514c-97a7-3cf3e68a6f84
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 321270 321270 1.0
sec_file_number 801-129403 801-129403

Profile

Websitehttps://franklyfinances.com/
HQ CityNone
HQ StateNone
HQ CountryNone
AUM (USD)
AUM As OfNone
Aliases:
  • FRANKLY FINANCES adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)160,199,740.0
  • RAUM (discretionary)160,199,740.0
  • Actionable assets159,281,333.0
  • Accounts119.0

Institutional Clients

  • Government AUM
  • Pension AUM692,505.0
  • Charitable AUM171,265.0
  • HNW AUM158,417,563.0

As of 2025-03-10 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.