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Building 2FORTHRIGHT CAPITAL ADVISORY

Map pinLAS VEGAS, NV
Phone725-712-3016
NotebookSEC #801-128191
Total AUM
$107.7M
Employees
22
Clients
987

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7251 W LAKE MEAD BLVD, STE 300
LAS VEGAS
NV 89128
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
725-712-3016
Other Offices
19

ReceiptFinancials

Total AUM
$107.7M
Accounts
1,363
Discretionary
$107.7M
Accounts
1,363
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
969
AUM
$83.3M
HNW Individual Clients
9
AUM
$22.9M
Pension/Profit Sharing Plan Clients
5
AUM
$240.5K
Corporation or Business Clients
4
AUM
$1.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACTFLGAHIIAILMAMDMIMONCNENJNVNYOHORPARISCTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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