$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
6 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-27-2019
- Office Locations
- 1
Office Locations
-- NEW York NY
About Frank Finances LLC
Frank Finances is a New York-based, fee-only RIA led by CFP professional Adam Frank, providing holistic financial planning and investment management for individuals, couples, and small business owners. The practice specializes in non-traditional lifestyles and incomes, with a focus on the LGBTQ community, creatives, and entrepreneurs. Portfolios are primarily ETF-based (custodied at Betterment) under a fiduciary standard.
Team overview
-- AVG AGE
$7.4M AVG AUM / ADVISOR
$115.6K AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Owner & Executives
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Adam Frank
Associate
- CRD
- #7187171
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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