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| Jlfranklin Wealth Planning LLC
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|
|---|---|
| CRD # | 131690 |
| SEC # | 801-110848 |
| CIK # | |
| AUM | $201.4 MM (2024-03-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 415-925-3400 |
| Address | 1050 Northgate Drive San Rafael, CA 94903 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 2.0 |
| (b) Individuals (high net worth individuals) | 39 | 199.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 218 | 201.4 |
| By Discretionary | ||
| Discretionary | 218 | 201.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 218 | 201.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.2 | |
| United States Persons | 194.2 | |
| Total | 218 | 201.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clarity Asset Management Inc
✚
|
IA | 0.2 |
|
Golden Reserve Retirement LLC
✚
|
OH | 0.2 |
|
Apex Strategic Wealth LLC
✚
|
TN | 0.2 |
|
Luken Investment Analytics LLC
✚
|
TN | 0.2 |
|
Wealth Teams Alliance Inc
✚
|
CA | 0.2 |
|
Pento Portfolio Strategies LLC
✚
|
FL | 0.2 |
|
Dumaine Investments LLC
✚
|
LA | 0.2 |
|
Nestegg Advisors Inc
✚
|
NY | 0.2 |
|
Wealth Legacy Institute Inc
✚
|
CO | 0.2 |
|
Valuewealth Services LLC
✚
|
MD | 0.2 |