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| Keyboard |
| Frank Financial Services
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|---|---|
| CRD # | 147537 |
| SEC # | 801-121668 |
| CIK # | |
| AUM | 188.2 M (2026-02-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 760-438-3360 |
| Address | 2710 Loker Avenue West Carlsbad, CA 92010 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 20.7 |
| (b) Individuals (high net worth individuals) | 60 | 167.0 |
| (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 | 0 | 0.0 |
| (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 | 4 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 456 | 188.2 |
| By Discretionary | ||
| Discretionary | 446 | 182.4 |
| Non-Discretionary | 10 | 5.8 |
| Total | 456 | 188.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 183.8 | |
| Total | 456 | 188.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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|
GA | 189.0 M |
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CA | 188.9 M |
|
Seed Wealth Management Inc
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188.8 M | |
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Rembrandt Financial Group LLC
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TX | 188.6 M |
|
Financial Consultants Group Inc
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|
Finsym Partners LLC
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|
188.0 M | |
|
Rothwell Investment Advisors LLC
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|
MA | 187.7 M |
|
CDKV Holdings LLC
✚
|
CO | 187.5 M |
|
Durante & Waters LLC
✚
|
NY | 187.4 M |