Francis Financial

Francis Financial (CRD# 128067) is a financial advisory firm headquartered in New York, NY. They manage $509,718,437 in 884 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
39 Broadway, Suite 1730, New York, NY 10006
http://www.francisfinancial.com
By the Numbers
  • Total Assets Under Management
    510
    MILLION
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $576,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY, TX

Financial Advisors at Francis Financial
Showing 1 - 5 of 5 top financial advisors.
1
Stacy Francis, financial advisor New York NY
Stacy A. Francis
CRD#: 2939253
39 Broadway, Suite 1730, New York, NY 10006

Stacy Francis (CRD# 2939253) is an Investment Advisor Representative working at Francis Financial in New York, NY and has over 21 years of experience in the finance industry.

2
Natalie Colley, financial advisor New York NY
Natalie Colley
CRD#: 7407055
39 Broadway, Suite 1730, New York, NY 10006

Natalie Colley (CRD# 7407055) is an Investment Advisor Representative working at Francis Financial in New York, NY and has 1 year of experience in the finance industry.

3
Shweta Lawande, financial advisor New York NY
Shweta Lawande
CRD#: 7405162
39 Broadway, Suite 1730, New York, NY 10006

Shweta Lawande (CRD# 7405162) is an Investment Advisor Representative working at Francis Financial in New York, NY and has 1 year of experience in the finance industry.

4
Avani Ramnani, financial advisor New York NY
Avani Ramnani
CRD#: 5380880
39 Broadway, Suite 1730, New York, NY 10006

Avani Ramnani (CRD# 5380880) is an Investment Advisor Representative working at Francis Financial in New York, NY and has 1 year of experience in the finance industry.

5
Alexandra Shepis, financial advisor New York NY
Alexandra M. Shepis
CRD#: 6503053
39 Broadway, Suite 1730, New York, NY 10006

Alexandra Shepis (CRD# 6503053) is an Investment Advisor Representative working at Francis Financial in New York, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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