Franklin Advisors Corp
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Ben Lin
PresidentCRD 5011162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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