Fr Financial Advisors LLC
Fr Financial Advisors LLC (CRD# 135980) is a financial advisory firm headquartered in Coral Springs, FL. They manage $109,458,951 in 299 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management109MILLION
-
Total Number of Accounts299ACCOUNTS
-
Average Account Value$366,083
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Fr Financial Advisors LLC
1
Allen Forrest (CRD# 4094827) is an Investment Advisor Representative working at Fr Financial Advisors LLC in Coral Springs, FL and has over 24 years of experience in the finance industry.
2
Beverly Provost (CRD# 5740858) is an Investment Advisor Representative working at Fr Financial Advisors LLC in Coral Springs, FL and has over 13 years of experience in the finance industry.
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