Francis Financial, NY — Investment Adviser | BuildTrust

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FRANCIS FINANCIAL

Investment AdviceNEW YORK, NY

Assets Under Management

$680.3M

Total AUM

Donut chart: Discretionary 622.8M, Non-Discretionary 57.5M
Category	Value
Discretionary	622.8M
Non-Discretionary	57.5M

Adviser Information

Field	Value
CRD Number	128067
SEC Number	801-76703
Street Address	39 BROADWAY
Street Address 2	SUITE 1730
Location	NEW YORK, NY 10006
Country	United States
Phone	212-374-9008
Fax	646-219-6799
Total Employees	13

Client Count by Type (238 Total)

Horizontal bar chart: High Net Worth Individual… 188, Individuals (other than H… 50
Category	Value
High Net Worth Individual…	188
Individuals (other than H…	50