FRANCIS FINANCIAL, INC.
Legal name: FRANCIS FINANCIAL
CRD #128067 SEC #801-76703 NEW YORK, NY 212-374-9008
SEC Registered
Total AUM
$680.3M
Discretionary
$622.8M
Employees
13
Clients
25
Accounts
1,014
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $680.3M | $622.8M | $57.5M | 13 | 20 |
| Mar 2025 | $680.3M | $622.8M | $57.5M | 13 | 20 |
| Jul 2024 | $509.7M | $453.6M | $56.2M | 12 | 25 |
| Mar 2024 | $509.7M | $453.6M | $56.2M | 12 | 25 |
| Mar 2023 | $419.4M | $375.9M | $43.4M | 13 | 18 |
| May 2022 | $465.8M | $418.2M | $47.6M | 11 | 19 |
| Mar 2022 | $465.8M | $418.2M | $47.6M | 11 | 19 |
| Mar 2021 | $381.1M | $340.3M | $40.8M | 11 | 22 |
| May 2020 | $306.6M | $269.6M | $37M | 12 | 36 |
| Feb 2020 | $306.6M | $269.6M | $37M | 12 | 36 |
| Feb 2019 | $239.1M | $204.7M | $34.4M | 11 | 29 |
| Feb 2018 | $217.8M | $185.6M | $32.2M | 10 | 25 |
| Feb 2017 | $172.2M | $146.7M | $25.5M | 10 | 100 |
| Nov 2016 | $158.3M | $129.7M | $28.7M | 9 | 100 |
| Feb 2016 | $158.3M | $129.7M | $28.7M | 9 | 100 |
| Feb 2016 | $158.3M | $129.7M | $28.7M | 9 | 100 |
| Sep 2015 | $129.9M | $110.9M | $19M | 9 | 100 |
| Feb 2015 | $129.9M | $110.9M | $19M | 9 | 100 |
| Mar 2014 | $118.6M | $104.9M | $13.8M | 9 | 100 |
| Jun 2013 | $97.2M | $80.5M | $16.7M | 9 | 26 |
| Mar 2013 | $87.8M | $77.1M | $10.7M | 9 | 26 |
| Nov 2012 | $62.1M | $55.7M | $6.3M | 6 | 26 |
| Jun 2012 | $62.1M | $55.7M | $6.3M | 1 | 26 |
| May 2012 | $62.1M | $55.7M | $6.3M | 1 | 26 |
DateMay 2025
Total AUM$680.3M
Discretionary$622.8M
Non-Disc.$57.5M
Employees13
Clients20
DateMar 2025
Total AUM$680.3M
Discretionary$622.8M
Non-Disc.$57.5M
Employees13
Clients20
DateJul 2024
Total AUM$509.7M
Discretionary$453.6M
Non-Disc.$56.2M
Employees12
Clients25
DateMar 2024
Total AUM$509.7M
Discretionary$453.6M
Non-Disc.$56.2M
Employees12
Clients25
DateMar 2023
Total AUM$419.4M
Discretionary$375.9M
Non-Disc.$43.4M
Employees13
Clients18
DateMay 2022
Total AUM$465.8M
Discretionary$418.2M
Non-Disc.$47.6M
Employees11
Clients19
DateMar 2022
Total AUM$465.8M
Discretionary$418.2M
Non-Disc.$47.6M
Employees11
Clients19
DateMar 2021
Total AUM$381.1M
Discretionary$340.3M
Non-Disc.$40.8M
Employees11
Clients22
DateMay 2020
Total AUM$306.6M
Discretionary$269.6M
Non-Disc.$37M
Employees12
Clients36
DateFeb 2020
Total AUM$306.6M
Discretionary$269.6M
Non-Disc.$37M
Employees12
Clients36
DateFeb 2019
Total AUM$239.1M
Discretionary$204.7M
Non-Disc.$34.4M
Employees11
Clients29
DateFeb 2018
Total AUM$217.8M
Discretionary$185.6M
Non-Disc.$32.2M
Employees10
Clients25
DateFeb 2017
Total AUM$172.2M
Discretionary$146.7M
Non-Disc.$25.5M
Employees10
Clients100
DateNov 2016
Total AUM$158.3M
Discretionary$129.7M
Non-Disc.$28.7M
Employees9
Clients100
DateFeb 2016
Total AUM$158.3M
Discretionary$129.7M
Non-Disc.$28.7M
Employees9
Clients100
DateFeb 2016
Total AUM$158.3M
Discretionary$129.7M
Non-Disc.$28.7M
Employees9
Clients100
DateSep 2015
Total AUM$129.9M
Discretionary$110.9M
Non-Disc.$19M
Employees9
Clients100
DateFeb 2015
Total AUM$129.9M
Discretionary$110.9M
Non-Disc.$19M
Employees9
Clients100
DateMar 2014
Total AUM$118.6M
Discretionary$104.9M
Non-Disc.$13.8M
Employees9
Clients100
DateJun 2013
Total AUM$97.2M
Discretionary$80.5M
Non-Disc.$16.7M
Employees9
Clients26
DateMar 2013
Total AUM$87.8M
Discretionary$77.1M
Non-Disc.$10.7M
Employees9
Clients26
DateNov 2012
Total AUM$62.1M
Discretionary$55.7M
Non-Disc.$6.3M
Employees6
Clients26
DateJun 2012
Total AUM$62.1M
Discretionary$55.7M
Non-Disc.$6.3M
Employees1
Clients26
DateMay 2012
Total AUM$62.1M
Discretionary$55.7M
Non-Disc.$6.3M
Employees1
Clients26