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FRANK, RIMERMAN ADVISORS LLC

PALO ALTO, CA · CRD 124147 · IAPD ↗ · frankrimerman.com · 650-845-8100

$3.40BRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2025 — FRANK, RIMERMAN ADVISORS LLC reported RAUM up 50% ($2.01B -> $3.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — FRANK, RIMERMAN ADVISORS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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