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FRANCO FINANCIAL ADVISORS, INC.
CRD 137587 · SEC 801-125726
41 MADISON AVENUE, 31ST FLOOR, NEW YORK, NY, 10010, United States
Phone
212-877-1576
Fax
212-644-0930
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$72.0M
Discretionary AUM
$72.0M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.5M |
| High net worth individuals | 27 | $68.5M |
States served
CA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD