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Building 2FOURTHOUGHT PRIVATE WEALTH

Map pinVENICE, FL
Phone941-408-8557
NotebookSEC #801-117666
Total AUM
$1.2B
Employees
17
Clients
814

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
310 W. VENICE AVENUE
SUITE 201
VENICE
FL 34285
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
941-408-8557

ReceiptFinancials

Total AUM
$1.2B
Accounts
29,893
Discretionary
$1.2B
Accounts
29,893
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
443
AUM
$142.8M
HNW Individual Clients
345
AUM
$884.5M
Pension/Profit Sharing Plan Clients
1
AUM
$943.9K
Charitable Organization Clients
5
AUM
$3.5M
Corporation or Business Clients
20
AUM
$159.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILINLAMAMDMEMIMNNCNENHNJNYOHPASCTXVAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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