Frankly Finances
Frankly Finances is an SEC-registered ria with $204.2M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Frankly Finances: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321270, SEC 801-129403, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $204.2M (2026-02-17)
- Firm type
- Ria
- Employees
- 1
- Clients
- 29
- CRD
- 321270
- Ownership
- GARCIA, FRANK, MATTHEW
How much AUM does Frankly Finances have?
Frankly Finances reported $204.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Frankly Finances?
Disclosed owners and executives of Frankly Finances include GARCIA, FRANK, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.