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Franco Financial Advisors, Inc.

● SEC registered since 2022CRD 137587SEC# 801-125726New York, NY
Export (members)
Reg. AUM
$72M
Employees
3
Accounts
108
Location
New York, NY

Franco Financial Advisors, Inc. assets under management

Franco Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2022. It reports $72 million in regulatory assets under management and employs 3 people.

Franco Financial Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Carlos Dutan ControlChief Compliance OfficerUnder 5%2022
Edmond David Franco ControlPresidentUnder 5%2005
Franco Financial Group, Inc. ControlOwnerOver 75%2005
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Frequently asked questions

How much does Franco Financial Advisors, Inc. manage?

Franco Financial Advisors, Inc. reports $72 million in regulatory assets under management on its Form ADV.

How many employees does Franco Financial Advisors, Inc. have?

Franco Financial Advisors, Inc. reports 3 employees.

Where is Franco Financial Advisors, Inc. located?

Franco Financial Advisors, Inc. is based in New York, NY and has been SEC-registered since 2022.

Does Franco Financial Advisors, Inc. disclose fund performance?

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

Contact & registration

Address41 Madison Avenue, 31st Floor, New York, NY 10010
Phone212-877-1576
Fax212-644-0930
Office hours9:30 a.m. To 6:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$72M
Non-discretionary$0
Total (RAUM)$72M