$72.0M Total AUM
$72.0M Disc. AUM
13.4% 3Y CAGR
3 Employees
39 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-2021
- Office Locations
- 1
Office Locations
41 Madison Avenue 31st Floor NEW York NY
About Franco Financial Advisors, Inc.
Franco Financial Group provides financial advisory and wealth management for select companies and high-net-worth individuals across North America and Europe, with a particular focus on entrepreneurs. The firm positions itself as a value-added CFO, drawing on 40+ years of investment banking and 25+ years of investment management experience. Portfolios are largely ETF-based and may be custodied at Schwab.
Team overview
68 AVG AGE
$36.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
3.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
C
CARLOS DUTAN
Associate, Bookkeeper, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
EDMOND DAVID FRANCO
President
- CRD
- #1892432
- Ownership
- Less than 5%
Available
Available
Available
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D
Daniel Felipe Veliz
--
- CRD
- #8206088
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,015,055 | $666,806 |
| Non-Discretionary | $0 | -- |
| Total | $72,015,055 | $666,806 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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