Key facts
- FRANK FINANCIAL ADVISORS is a other based in CARLSBAD, CA.
- FRANK FINANCIAL ADVISORS reports $4.5M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 147537- Regulatory AUM
- $4.5M
- Private fund assets
- —
- Private funds
- —
- Staff
- 2
- Registered office
- CARLSBAD, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as FRANK FINANCIAL SERVICES).
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Portfolio
Portfolio — not yet on record
No portfolio companies for FRANK FINANCIAL ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is FRANK FINANCIAL ADVISORS's AUM?
- FRANK FINANCIAL ADVISORS manages approximately $4.5M in assets.