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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-08-2005
- Office Locations
- 1
Office Locations
About FR Financial Advisors LLC
FR Financial Advisors is a Coral Springs, FL RIA that started with tax preparation and tax planning and expanded into integrated wealth management, combining investments, insurance, and comprehensive financial planning for clients and their families. The firm emphasizes coordinated advice across complex life-planning needs, with portfolios spanning public funds, mutual funds, fixed income and ETFs, and custody at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
ALLEN CURTIS FORREST
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #4094827
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BEVERLY BLANTON PROVOST
Financial Advisor, General Partner
- CRD
- #5740858
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,673,874 | $437,658 |
| Non-Discretionary | $0 | -- |
| Total | $135,673,874 | $437,658 |
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Separately Managed Accounts
Total SMA Asset: $135,673,874
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $501,897,400 | 11.0% |
| Cash | $752,846,100 | 16.5% |
| U.S. Government/Agency | $880,601,802 | 19.3% |
| Equity - Exchange | $1,058,547,244 | 23.2% |
| Corporate - Investment Grade | $1,072,235,355 | 23.5% |
| Equity - OTC | $296,575,738 | 6.5% |
| Total | $4,562,703,639 | 100.0% |