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FRANKLY FINANCES
FRANKLY FINANCES LLC
CRD 321270 · SEC 801-129403
CA, United States
Phone
786-897-5035
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$204.2M
Discretionary AUM
$204.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.2M |
| High net worth individuals | 21 | $201.8M |
| Pension/profit sharing plans | 3 | $1.0M |
| Charitable organizations | 1 | $156K |
States served
CA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD