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- Custodian
- Charles Schwab & Company · Goldman Sachs · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Eagle catalystCapital frontier
- Established Date
- 10-03-2008
- Office Locations
- 1
Office Locations
About Frank Financial Advisors
Frank Financial Advisors is an independent, fee-only RIA providing comprehensive financial planning, retirement planning, and portfolio management for active wealth-builders and those nearing or in retirement nationwide from Carlsbad, CA. The firm helps organize retirement accounts, manage risk, and coordinate with estate planners and CPAs as needed. President/CEO Todd E. Frank (CPA/PFS, MBA) offers 24/7 direct access for client emergencies.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD EVAN FRANK
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4225416
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LINDA A HALLERAN
Operations Manager
- CRD
- #6079086
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,408,083 | $408,987 |
| Non-Discretionary | $5,809,179 | $580,918 |
| Total | $188,217,262 | $412,757 |
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Separately Managed Accounts
Total SMA Asset: $188,217,262
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $435,276,179 | 13.6% |
| Cash | $1,094,591,569 | 34.2% |
| Public Funds | $505,688,502 | 15.8% |
| Private Funds | $1,165,003,892 | 36.4% |
| Total | $3,200,560,142 | 100.0% |