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Home > Retirement Planners > new york > syosset > 4THOUGHT FINANCIAL GROUP INC.
4THOUGHT FINANCIAL GROUP INC.
6851 Jericho Turnpike
Suite 120
Syosset, New York 11791
Tel: 516-300-1617
About 4THOUGHT FINANCIAL GROUP INC.
4THOUGHT FINANCIAL GROUP INC, formally registered with the SEC as 4THOUGHT FINANCIAL GROUP INC. The firm was established in 04/02/2012. They have over 1 offices throughout the country.
4THOUGHT FINANCIAL GROUP INC. is a Syosset, New York based Financial Planning firm with nearly $178,472,877 assets under management, offering retirement planning & investment advisory services to 828 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162997 |
| SEC# | 801-74692 |
| Assets Managed by Firm | $178,472,877 |
| No. of Clients | 828 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 828 | $178,472,877 |
| Individuals (other than high net worth individuals) | 276 | $133,667,862 |
| Pension and profit sharing plans | 33 | $39,991,650 |
| Corporations or other businesses | 5 | $4,813,365 |
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