Philip Thomas Frank
Investment adviser representative at Family Manage LLC
14 yearsExperience
1 stateRegistered in
$5.3BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Family Manage LLCAug 2021 to now
- Family Management CorporationMar 2011 to now
- Family Management Securities LLCMar 2011 to Jul 2025
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Family Manage LLC
$5.3BAssets managed
761Clients
10Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4195958
- Firm CRD
- 104951