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Franson Financial LLC
Franson Financial LLC is a registered investment advisor offering investment management, financial planning, and retirement advising. Services include a...
Overview
Franson Financial LLC is a registered investment advisor offering investment management, financial planning, and retirement advising. Services include a complimentary basic initial consultation. The firm offers advisory services in the State of Wisconsin and in other jurisdictions where exempted.
General information
Firm type
RIA
Year founded
2022
Location
Country
United States
City
Hayward
Principals
Caleb Franson
MBA, co-founder
Isaac Franson
co-founder, investment advisor and portfolio manager
Frequently asked questions
What is the investment strategy of Franson Financial LLC?
The firm has not publicly described its investment strategy. There is no confirmed information on asset-class preferences, stage focus, or geographic targets.
How large is Franson Financial LLC in terms of assets?
Franson Financial LLC does not publicly disclose its assets under management (AUM). No band estimate or deployment number is available from external sources.
Does Franson Financial LLC invest in external funds or directly?
There is no public information on whether the firm participates in fund commitments, direct deals, or co-investments. Its investment vehicle structure is undisclosed.
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