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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-03-2015
- Office Locations
- 1
Office Locations
About Rosemary Frank Financial, LLC
Rosemary Frank Financial, LLC provides wealth management and specialized divorce-focused financial planning (“Dollars of Divorce”), including retirement planning and planning for women and small business owners. The firm also partners with family and estate attorneys, delivering financial analysis and client support for divorce, prenups, estates, trusts, injury awards, and inheritances, with CLE/CME available. Public filings indicate portfolios are primarily ETF-based.
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Owner & Executives
ROSEMARY FRANK
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4787101
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,508,257 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,508,257 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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