ROSEMARY FRANK FINANCIAL, LLC

Overview

Rosemary Frank Financial, LLC is an independent registered investment adviser owned and led by Rosemary Frank that focuses on providing financial planning and portfolio management to individuals and families. The firm acts as a capital allocator, preferring equity-centered strategies and delivering advice through a fee model that includes a percentage of assets under management plus hourly and other charges. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm is not an active ESG investor and does not report multi-state registration activity. Investment activity is concentrated in liquid, exchange-traded securities; the firm’s filings show a clear preference for equities as the primary allocation tool. Rosemary Frank Financial appears to structure client accounts for personalized, concentrated equity exposures, supplemented by pooled products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices