LP Profile

FR Financial Advisors

Also known as fr financial

Wealth ManagerCoral Springs, United StatesFounded 2005
$136M
Assets Under Management
Coral Springs
Headquarters
Investment Focus

About FR Financial Advisors

FR Financial Advisors is a wealth management firm based in Coral Springs, United States, founded in 2005. It manages approximately $136 million in assets. The firm began by offering tax preparation and tax planning and later added investment management, insurance and comprehensive wealth planning under one roof. It describes an integrated approach intended to simplify clients' financial lives, helping clients plan, save and invest, and says it aims to build long-term relationships with clients and their families.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to FR Financial Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$135.7M
Total Clients
310
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to FR Financial Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is FR Financial Advisors?

FR Financial Advisors is a wealth manager based in Coral Springs, United States, managing approximately $136M in assets.

Where is FR Financial Advisors headquartered?

FR Financial Advisors is headquartered in Coral Springs, United States.

How much does FR Financial Advisors manage?

FR Financial Advisors manages approximately $136M in assets under management.

When was FR Financial Advisors founded?

FR Financial Advisors was founded in 2005.

How can I contact FR Financial Advisors?

Verified contact details, key decision-makers, and investment preferences for FR Financial Advisors are available on LPbacked. Create a free account to access them.