Franco Financial Advisors, Inc.

**Summary:** Franco Financial Advisors, Inc. (FFA) is a registered investment advisor based in New York, established in 2005 as a subsidiary of Franco Financial Group, Inc. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses. FFA acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards clients. The firm offers customized investment solutions, discretionary investment management, and financial consulting services. Investment strategies include fundamental, technical, and cyclical analysis, with a long-term focus on securities like equities, bonds, ETFs, and mutual funds. FFA charges investment advisory fees ranging from 0.25% to 1.25% based on assets under management. The firm manages $54,435,746 in client assets as of December 31, 2023. Clients have discretion over their investments, and FFA recommends Charles Schwab & Co., Inc. as a custodian. The firm's President, Edmond D. Franco, has extensive experience in the financial industry and maintains a clean disciplinary record. FFA's privacy policy ensures the security and confidentiality of clients' personal information, with strict safeguards in place to protect data. Clients are informed annually of the privacy policy and any revisions made to it. For more information, clients can contact FFA at (212) 877-1576 or visit their website at www.francofg.com.