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Fr Financial Advisors LLC

● SEC registered since 2024CRD 135980SEC# 801-130330Coral Springs, FL
Export (members)
Reg. AUM
$122.6M
Employees
2
Accounts
308
Location
Coral Springs, FL

Fr Financial Advisors LLC assets under management

Fr Financial Advisors LLC is an SEC-registered investment adviser based in Coral Springs, FL. The firm has been registered since 2024. It reports $122.6 million in regulatory assets under management and employs 2 people.
www.fradv.comView on SEC.gov ↗

Fr Financial Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Allen Curtis Forrest ControlManaging Member/CcoOver 75%2005

Frequently asked questions

How much does Fr Financial Advisors LLC manage?

Fr Financial Advisors LLC reports $122.6 million in regulatory assets under management on its Form ADV.

How many employees does Fr Financial Advisors LLC have?

Fr Financial Advisors LLC reports 2 employees.

Where is Fr Financial Advisors LLC located?

Fr Financial Advisors LLC is based in Coral Springs, FL and has been SEC-registered since 2024.

Does Fr Financial Advisors LLC disclose fund performance?

Fr Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5521 University Drive, Suite 104, Coral Springs, FL 33067
Phone954-755-0222
Fax954-757-7999
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.6M
Non-discretionary$0
Total (RAUM)$122.6M