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Gregory Scott Franklin

VELLUM FINANCIAL, LLC·SAN LUIS OBISPO, California
Unclaimed Profile
1880 SANTA BARBARA STREET, SAN LUIS OBISPO, CA 93401CRD# 1351955Firm CRD# 149909
01

About

Gregory Scott Franklin is a registered financial advisor based in SAN LUIS OBISPO, California, affiliated with VELLUM FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VELLUM FINANCIAL, LLC
VELLUM FINANCIAL, LLC
AUM
$41M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at VELLUM FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1351955
Firm CRD# 149909
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Scott Franklin offer?
Gregory Scott Franklin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN LUIS OBISPO, California for a consultation.
What are Gregory Scott Franklin's credentials?
Gregory Scott Franklin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Scott Franklin located?
Gregory Scott Franklin is based in SAN LUIS OBISPO, California, working with VELLUM FINANCIAL, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.
How does Gregory Scott Franklin charge for services?
Gregory Scott Franklin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VELLUM FINANCIAL, LLC?
VELLUM FINANCIAL, LLC has approximately 9 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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