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FR FINANCIAL ADVISORS LLC
CRD 135980 · SEC 801-130330
5521 UNIVERSITY DRIVE, SUITE 104, CORAL SPRINGS, FL, 33067, United States
Phone
954-755-0222
Fax
954-757-7999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.7M
Discretionary AUM
$135.7M
Team
2 total employees; 2 advisory reps; 22 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $27.1M |
| High net worth individuals | 37 | $90.2M |
| Pension/profit sharing plans | 17 | $18.4M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD