RIA Intel›Advisers›Wisconsin›FRANSON FINANCIAL LLC

FRANSON FINANCIAL LLC

Advisory

HAYWARD, WI

Data as of Apr 22, 2026 · Source: SEC Form ADV

Average account
$67K
across 33 accounts
AUM per adviser
$1M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 22, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
19
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

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FALCONS ROCK IMPACT INVESTMENTS, LLC
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BLACK & WHITE INVESTMENT MANAGEMENT LLC
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TOP SHELF ADVISORS
$2M

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