J
$30.8M Total AUM
$30.8M Disc. AUM
-- 3Y CAGR
1 Employees
222 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · Assetmark · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-31-2022
- Office Locations
- 1
Office Locations
1A S. Rountree ST Metter GA
About J. Franklin Financial LLC
J. Franklin Financial LLC is a retail, founder-led RIA in Metter, GA providing financial planning and portfolio management, with additional insurance and business-succession support. The firm’s approach emphasizes risk management and asset allocation, primarily using public funds (mutual funds and some ETFs); custody includes Charles Schwab.
Team overview
-- AVG AGE
$30.8M AVG AUM / ADVISOR
$138.7K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
James M. Franklin
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6307496
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,780,845 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,780,845 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing