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FRANCIS FINANCIAL GROUP, LLC
FRANCIS FINANCIAL GROUP, LLC
FFC CAPITAL MANAGEMENT
NEW ORLEANS, Louisiana
·
3 registered advisors
·
CRD# 113205
SEC# 801-62828
1
504-299-2990
01
Firm Overview
AUM
$430M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at FRANCIS FINANCIAL GROUP, LLC
3 registered advisors
Octave Joseph Francis
NEW ORLEANS, Louisiana
CRD# 1590513
Rita Maria Reed
NEW ORLEANS, Louisiana
CRD# 5857606
Stephen Michael Daste
NEW ORLEANS, Louisiana
CRD# 2133216
05
Office Locations
NEW ORLEANS, Louisiana
3 advisors
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Data sourced from SEC Form ADV filings. FRANCIS FINANCIAL GROUP, LLC (CRD# 113205) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.