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FR FINANCIAL ADVISORS LLC

CORAL SPRINGS, FL · CRD 135980 · IAPD ↗ · fradv.com · 954-755-0222

$135.7MRegulatory AUM
2Advisory reps
2Employees
22Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2024 — FR FINANCIAL ADVISORS LLC (CORAL SPRINGS, FL) is newly SEC-registered with $109.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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