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Home > Retirement Planners > georgia > atlanta > FORTHRIGHT PARTNERS LLC
FORTHRIGHT PARTNERS LLC
3350 Riverwood Parkway Se
Suite 675
Atlanta, Georgia 30339
Tel: 404-596-4550
About FORTHRIGHT PARTNERS LLC
FORTHRIGHT PARTNERS LLC, formally registered with the SEC as FORTHRIGHT PARTNERS LLC. The firm was established in 08/31/2020. They have over 1 offices throughout the country.
FORTHRIGHT PARTNERS LLC is a Atlanta, Georgia based Financial Planning firm with nearly $136,498,301 assets under management, offering retirement planning & investment advisory services to 83 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310311 |
| SEC# | 801-119368 |
| Assets Managed by Firm | $136,498,301 |
| No. of Clients | 83 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 83 | $136,498,301 |
| Individuals (other than high net worth individuals) | 28 | $27,560,464 |
| High net worth individuals | 17 | $39,129,386 |
| Charitable organizations | 4 | $3,359,086 |
| Corporations or other businesses | 3 | $57,937,976 |
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