|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| FR Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 135980 |
| SEC # | 801-130330 |
| CIK # | |
| AUM | $122.6 M (2025-03-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 954-755-0222 |
| Address | 5521 University Drive Coral Springs, FL 33067 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 31.2 |
| (b) Individuals (high net worth individuals) | 33 | 74.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 16.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 308 | 122.6 |
| By Discretionary | ||
| Discretionary | 308 | 122.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 308 | 122.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.6 | |
| Total | 308 | 122.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blacktower Financial Management US LLC
✚
|
FL | 0.1 |
|
Leathe & Associates LLC
✚
|
ME | 0.1 |
|
Aria Wealth Management Inc
✚
|
CA | 0.1 |
|
PCB Capital LLC
✚
|
NJ | 0.1 |
|
Clarity Investments Planning LLC
✚
|
NY | 0.1 |
|
Landmark Wealth Advisors LLC
✚
|
UT | 0.1 |
|
Broadview Wealth Management LLC
✚
|
0.1 | |
|
Murray Financial Services Inc
✚
|
CA | 0.1 |
|
Ahara Advisors LLC
✚
|
NJ | 0.1 |
|
Chicago Capital Management Advisors LLC
✚
|
IL | 0.1 |