Lupu Financial

Lupu Financial (CRD# 311610) is a financial advisory firm headquartered in Newport Beach, CA. They manage $13,000,000 in 94 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5000 Birch St. West Tower, Suite 3000, Newport Beach, CA 92660
http://www.linkedin.com/lupufinancial
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $138,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lupu Financial
Showing 1 - 1 of 1 top financial advisors.
1
Frank Lupu, financial advisor Newport Beach CA
Frank J. Lupu
CRD#: 5533937
5000 Birch St. West Tower, Suite 3000, Newport Beach, CA 92660

Frank Lupu (CRD# 5533937) is an Investment Advisor Representative working at Lupu Financial in Newport Beach, CA and has over 15 years 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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