Falists
← Back to search

FRANCO FINANCIAL ADVISORS, INC.

CRD 137587 · SEC 801-125726

Visit website

41 MADISON AVENUE, 31ST FLOOR, NEW YORK, NY, 10010, United States

Phone

212-877-1576

Fax

212-644-0930

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$72.0M

Discretionary AUM

$72.0M

Team

3 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals12$3.5M
High net worth individuals27$68.5M

States served

CA, NY, TX

All web addresses on file

Official SEC filing: View on IAPD