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FRANCIS CAPITAL MANAGEMENT, LLC
FRANCIS CAPITAL MANAGEMENT, LLC
SANTA MONICA, California
·
4 registered advisors
·
CRD# 130165
SEC# 801-79772
310-260-9708
01
Firm Overview
AUM
$76M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at FRANCIS CAPITAL MANAGEMENT, LLC
4 registered advisors
Jill Kathleen Braden
SANTA MONICA, California
CRD# 6465574
John Peter Francis
SANTA MONICA, California
CRD# 1604588
Martin Eric Hoskin
SANTA MONICA, California
CRD# 2688534
Susanne Lynne Meline
SANTA MONICA, California
CRD# 4781259
05
Office Locations
SANTA MONICA, California
4 advisors
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Data sourced from SEC Form ADV filings. FRANCIS CAPITAL MANAGEMENT, LLC (CRD# 130165) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.