Fr Financial Advisors LLC
● SEC registered since 2024CRD 135980SEC# 801-130330Coral Springs, FL
Reg. AUM
$135.7M
Employees
2
Accounts
310
Location
Coral Springs, FL
Fr Financial Advisors LLC assets under management
Fr Financial Advisors LLC is an SEC-registered investment adviser based in Coral Springs, FL. The firm has been registered since 2024. It reports $135.7 million in regulatory assets under management and employs 2 people.
Fr Financial Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Curtis Forrest Control | Managing Member/Cco | Over 75% | 2005 |
Frequently asked questions
How much does Fr Financial Advisors LLC manage?
Fr Financial Advisors LLC reports $135.7 million in regulatory assets under management on its Form ADV.
How many employees does Fr Financial Advisors LLC have?
Fr Financial Advisors LLC reports 2 employees.
Where is Fr Financial Advisors LLC located?
Fr Financial Advisors LLC is based in Coral Springs, FL and has been SEC-registered since 2024.
Does Fr Financial Advisors LLC disclose fund performance?
Fr Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5521 University Drive, Suite 104, Coral Springs, FL 33067 |
| Phone | 954-755-0222 |
| Fax | 954-757-7999 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135.7M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$135.7Mregulatory AUM
Discretionary $135.7M