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Building 2FOURTHOUGHT FINANCIAL PARTNERS, LLC.

Map pinVENICE, FL
Phone941-408-8557
NotebookSEC #801-126759
Total AUM
$1.9B
Employees
20
Clients
1,002

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
8:30 AM - 5:00 PM
Monday - Friday
Phone
941-408-8557

ReceiptFinancials

Total AUM
$1.9B
Accounts
4,199
Discretionary
$1.9B
Accounts
4,199
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
569
AUM
$186.9M
HNW Individual Clients
401
AUM
$1.5B
Pension/Profit Sharing Plan Clients
8
AUM
$5.3M
Charitable Organization Clients
7
AUM
$44.6M
Corporation or Business Clients
17
AUM
$148.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT AND CASH MANAGEMENT AND INSURANCE SOLUTIONS.
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REV SHARING WITH FRS & ELIGIBLE CREDIT & CASH MGMT SOLUTIONS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAIAILINLAMAMDMEMIMNNCNENHNJNVNYOHORPARISCTNTXVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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