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ROSEMARY FRANK FINANCIAL, LLC
CRD 279027
205 POWELL PLACE SUITE 234, BRENTWOOD, TN, 37027, United States
Phone
615-595-6850
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$36.5M
Discretionary AUM
$36.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $7.4M |
| High net worth individuals | 9 | $28.9M |
All web addresses on file
Official SEC filing: View on IAPD