Franco Asset Management, LP is a large advisory firm based in Miami. It manages $237.97 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.
Franco Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Franco Asset Management, LP is $237.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Franco Asset Management, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Alberto Franco has been acting as President since 1 Jun 2002. Ralph Patino joined the executive team most recently as the Head Of Operations & Chief Compliance Officer.
The principal office where Franco Asset Management, LP performs its advisory services is located at 701 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (305) 358-5181 or by fax (305) 358-5186. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.