RIA Intel›Advisers›Connecticut›FRANKLIN MANAGED OPTIONS STRATEGIES, LLC

FRANKLIN MANAGED OPTIONS STRATEGIES, LLC

Advisory

N·STAMFORD, CT

Data as of Dec 9, 2024 · Source: SEC Form ADV

Total AUM
$973M
1-Year AUM Growth
-24.7%
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$973M
Discretionary AUM$801M
Non-Discretionary AUM$171M
Discretionary %82.4%
Total Clients437
Team
Total Employees3
Investment Advisers12
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record6
First FilingMar 17, 2023
Latest FilingDec 9, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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