|
⚲
|
| Frank Financial Services
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|
|
|---|---|
| CRD # | 147537 |
| SEC # | 801-121668 |
| CIK # | |
| AUM | $188.2 M (2026-02-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 760-438-3360 |
| Address | 2710 Loker Avenue West Carlsbad, CA 92010 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 20.7 |
| (b) Individuals (high net worth individuals) | 60 | 167.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 456 | 188.2 |
| By Discretionary | ||
| Discretionary | 446 | 182.4 |
| Non-Discretionary | 10 | 5.8 |
| Total | 456 | 188.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 183.8 | |
| Total | 456 | 188.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ELM3 Financial Group LLC
✚
|
GA | 0.2 |
|
Bledsoe Asset Management LLC
✚
|
AZ | 0.2 |
|
Keith Hamilton Inc
✚
|
CA | 0.2 |
|
Seed Wealth Management Inc
✚
|
0.2 | |
|
Rembrandt Financial Group LLC
✚
|
TX | 0.2 |
|
Financial Consultants Group Inc
✚
|
GA | 0.2 |
|
Finsym Partners LLC
✚
|
0.2 | |
|
Rothwell Investment Advisors LLC
✚
|
MA | 0.2 |
|
CDKV Holdings LLC
✚
|
CO | 0.2 |
|
Durante & Waters LLC
✚
|
NY | 0.2 |