| Name | Title | Ownership | Since |
|---|---|---|---|
| Avani Ramnani Control | Partner, Managing Director | 10-25% | 2024 |
| Natalie Colley | Partner, Senior Lead Advisor | 5-10% | 2024 |
| Stacy A Francis Control | President/Chief Compliance Officer | Over 75% | 2003 |
Francis Financial, Inc. reports $680.3 million in regulatory assets under management on its Form ADV.
Francis Financial, Inc. reports 13 employees.
Francis Financial, Inc. is based in New York, NY and has been SEC-registered since 2012.
Francis Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 39 Broadway, Suite 1730, New York, NY 10006 |
| Phone | 212-374-9008 |
| Fax | 646-219-6799 |
| Office hours | Mon-Fri 9 a.m.-6 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $622.8M |
| Non-discretionary | $57.5M |
| Total (RAUM) | $680.3M |