FR FINANCIAL ADVISORS LLC
CRD #135980 SEC #801-130330 CORAL SPRINGS, FL 954-755-0222
SEC Registered
Total AUM
$122.6M
Discretionary
$122.6M
Employees
2
Clients
1
Accounts
308
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FORREST, ALLEN, CURTIS | I | MANAGING MEMBER/CCO | E | Control |
| FORREST, ALLEN, CURTIS | I | MANAGING MEMBER/CCO | E | Control |
| FORREST, ALLEN, CURTIS | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Sep 15, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
5521 UNIVERSITY DRIVESUITE 104
CORAL SPRINGS, FL 33067
United States
Phone: 954-755-0222