FRANCIS FINANCIAL, INC. of NEW YORK, NY is an SEC-registered investment adviser (CRD 128067). Regulatory assets under management: $803.2M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Stacy A Francis | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Natalie Colley | PARTNER, SENIOR LEAD ADVISOR | — |
| Avani Ramnani | PARTNER, MANAGING DIRECTOR | New York, NY |
| Sunaina Mehra | PARTNER, SENIOR DIRECTOR OF MARKETING | — |
| FRANCIS STACY A | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |