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FRANKLIN STREET ADVISORS INC.

CHAPEL HILL, NC · CRD 106275 · IAPD ↗ · franklin-street.com · 919-489-2600

$4.53BRegulatory AUM
18Advisory reps
40Employees
7Clients
n/aPlanning clients
5Private funds
12States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2024 — FRANKLIN STREET ADVISORS INC. notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.