FRANK FINANCIAL SERVICES
Legal name: FRANK FINANCIAL ADVISORS
CRD #147537 SEC #801-121668 CARLSBAD, CA 760-438-3360
SEC Registered
Total AUM
$164.4M
Discretionary
$158.4M
Employees
2
Clients
10
Accounts
462
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $164.4M | $158.4M | $6M | 2 | 1 |
| Jan 2024 | $143.3M | $135.2M | $8.1M | 2 | 1 |
| Jan 2023 | $134.8M | $127.6M | $7.2M | 2 | 4 |
| Feb 2022 | $142.5M | $135.8M | $6.7M | 2 | 4 |
| Nov 2021 | $131.8M | $127M | $4.8M | 3 | 1 |
| Jul 2021 | $131.8M | $127M | $4.8M | 3 | 1 |
| Jun 2021 | $131.8M | $127M | $4.8M | 3 | 1 |
| May 2012 | $52.9M | $47.5M | $5.5M | 1 | 160 |
| May 2012 | $52.9M | $47.5M | $5.5M | 1 | 160 |
| Mar 2012 | $52.9M | $47.5M | $5.5M | 1 | 160 |
| May 2011 | $50.3M | $45M | $5.3M | 5 | -- |
| Oct 2010 | $50.9M | $50.9M | $0 | 5 | -- |
DateJan 2025
Total AUM$164.4M
Discretionary$158.4M
Non-Disc.$6M
Employees2
Clients1
DateJan 2024
Total AUM$143.3M
Discretionary$135.2M
Non-Disc.$8.1M
Employees2
Clients1
DateJan 2023
Total AUM$134.8M
Discretionary$127.6M
Non-Disc.$7.2M
Employees2
Clients4
DateFeb 2022
Total AUM$142.5M
Discretionary$135.8M
Non-Disc.$6.7M
Employees2
Clients4
DateNov 2021
Total AUM$131.8M
Discretionary$127M
Non-Disc.$4.8M
Employees3
Clients1
DateJul 2021
Total AUM$131.8M
Discretionary$127M
Non-Disc.$4.8M
Employees3
Clients1
DateJun 2021
Total AUM$131.8M
Discretionary$127M
Non-Disc.$4.8M
Employees3
Clients1
DateMay 2012
Total AUM$52.9M
Discretionary$47.5M
Non-Disc.$5.5M
Employees1
Clients160
DateMay 2012
Total AUM$52.9M
Discretionary$47.5M
Non-Disc.$5.5M
Employees1
Clients160
DateMar 2012
Total AUM$52.9M
Discretionary$47.5M
Non-Disc.$5.5M
Employees1
Clients160
DateMay 2011
Total AUM$50.3M
Discretionary$45M
Non-Disc.$5.3M
Employees5
Clients--
DateOct 2010
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees5
Clients--