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FRANK, RIMERMAN ADVISORS LLC
CRD 124147 · SEC 801-62201
1801 PAGE MILL ROAD, PALO ALTO, CA, 94304, United States
Phone
650-845-8100
Fax
650-494-1975
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.40B
Discretionary AUM
$2.50B
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersINVESTMENT PERFORMANCE REPORTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 106 | $3.39B |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD