Frank Financial Advisors
Frank Financial Advisors is an SEC-registered wealth manager in Carlsbad, CA with $188.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Frank Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147537, SEC 801-121668, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $188.2M (2026-02-16)
- Firm type
- Wealth Manager
- Location
- Carlsbad, CA
- Employees
- 2
- Clients
- 144
- CRD
- 147537
- Ownership
- FRANK, TODD, EVAN
How much AUM does Frank Financial Advisors have?
Frank Financial Advisors reported $188.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns Frank Financial Advisors?
Disclosed owners and executives of Frank Financial Advisors include FRANK, TODD, EVAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.