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FRANCO FINANCIAL ADVISORS, INC.

NEW YORK, NY · CRD 137587 · IAPD ↗ · 212-877-1576

$72.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — FRANCO FINANCIAL ADVISORS, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2025 — FRANCO FINANCIAL ADVISORS, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
February 2024 — FRANCO FINANCIAL ADVISORS, INC. reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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