Franklin Advisors Corp

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
341347
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Franklin Advisors Corp is a privately owned corporate advisory firm organized under individual ownership. Its client-facing work centers on financial planning and direct portfolio management for individuals and small businesses, and the firm also produces periodicals or newsletters as part of its advisory offering. The firm bills clients through a mix of percentage-of-AUM fees alongside subscription and fixed-fee arrangements. It does not position itself as a capital allocator, does not provide pension consulting, and is not listed as a related adviser to another registered firm. Franklin Advisors Corp is not described as an active ESG investor and is not registered as a multistate adviser. The firm operates from two office locations and is catalogued without a more specific industry classification.

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Ben Lin

    Ben Lin

    PresidentCRD 5011162

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth