Fr Financial Advisors LLC
Fr Financial Advisors LLC is an SEC-registered mass-market adviser in Coral Springs, FL with $135.7M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Fr Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135980, SEC 801-130330, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $135.7M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Coral Springs, FL
- Employees
- 2
- Clients
- 137
- CRD
- 135980
- Ownership
- FORREST, ALLEN, CURTIS
How much AUM does Fr Financial Advisors LLC have?
Fr Financial Advisors LLC reported $135.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Fr Financial Advisors LLC?
Disclosed owners and executives of Fr Financial Advisors LLC include FORREST, ALLEN, CURTIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.