Investment adviser · CRD 154204
FRANGO FINANCIAL
Investment adviser filing (IA)
FRANGO FINANCIAL LLC
WASHINGTON, DC, United States · Form ADV filed Dec 4, 2024
- Regulatory AUM
- $111M Form ADV · Item 5.F
- Client accounts
- 346 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 36 | $81,667,090 | 73.3% |
| High-net-worth individuals | 41 | $29,803,902 | 26.7% |
Filing source
Form ADV 1917983 · Dec 4, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 4, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Hourly · Fixed
Principal office
4545 42ND STREET NW, SUITE 314WASHINGTON, DC, 20016-4623, United States
CRD 154204
Filing source
Form ADV 1917983 · Dec 4, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.