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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Frankly Finances LLC
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|---|---|
| CRD # | 321270 |
| SEC # | 801-129403 |
| CIK # | |
| AUM | $160.2 M (2025-03-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 786-897-5035 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.9 |
| (b) Individuals (high net worth individuals) | 18 | 158.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.7 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 119 | 160.2 |
| By Discretionary | ||
| Discretionary | 119 | 160.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 119 | 160.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.2 | |
| Total | 119 | 160.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Parkview Asset Management Inc
✚
|
IL | 0.2 |
|
Innovative Advisory Group LLC
✚
|
MA | 0.2 |
|
ND Pitman & Company Inc
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|
AL | 0.2 |
|
Stratigraphic Asset Management Inc
✚
|
0.2 | |
|
Newbridge Wealth Management LLC
✚
|
PA | 0.2 |
|
Westmark Wealth Management LLC
✚
|
AZ | 0.2 |
|
Longevity Capital Management LLC
✚
|
CA | 0.2 |
|
Odlum Brown USA Investment Management Limited
✚
|
0.2 | |
|
Coordinated Capital Securities Inc
✚
|
WI | 0.2 |
|
Embarcadero Financial Investment Advisory LLC
✚
|
CA | 0.2 |