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FRANCIS FINANCIAL
Tel: 212-374-9008
39 Broadway Suite 1730
New York, New York 10006
FRANCIS FINANCIAL
FRANCIS FINANCIAL is a New York, New York based financial advisory firm with nearly $509,718,437 in assets under management and provides investment advisory services for 884 clients. There are currently 12 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Other (REFERRAL FEE
Firm CRD#:
128067
SEC#:
801-76703
No. of Clients:
884
Assets under Management
$509,718,437
No. of Advisors:
12
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