FRANKLIN MANAGED OPTIONS STRATEGIES, LLC

WESTPORT, Connecticut·5 registered advisors·CRD# 325732
SEC# 801-1276761(888) 865-7268
01

Firm Overview

AUM
$447M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at FRANKLIN MANAGED OPTIONS STRATEGIES, LLC

5 registered advisors
Anne P Devereaux
WESTPORT, Connecticut
Beth O'malley
WESTPORT, Connecticut
Bradley Scott Berggren
WESTPORT, Connecticut
Jonathan Orseck
WESTPORT, Connecticut
Kenneth David Cieprisz
SAN MATEO, California
05

Office Locations

WESTPORT, Connecticut
4 advisors
SAN MATEO, California
1 advisor

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Data sourced from SEC Form ADV filings. FRANKLIN MANAGED OPTIONS STRATEGIES, LLC (CRD# 325732) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.