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FRANGO FINANCIAL

WASHINGTON, DC · CRD 154204 · IAPD ↗ · frangofinancial.com · 202-244-4460

$111.5MRegulatory AUM
2Advisory reps
2Employees
6Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — FRANGO FINANCIAL (WASHINGTON, DC) left the SEC roster (was $111.5M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
June 2024 — FRANGO FINANCIAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
May 2024 — FRANGO FINANCIAL notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — FRANGO FINANCIAL reports 11-25 financial-planning clients, up from 1-10.
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.