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FFT WEALTH MANAGEMENT
2 Liberty Place
Floor 34
Philadelphia, Pennsylvania 19102
Tel: 610-545-6100
About FFT WEALTH MANAGEMENT
FFT WEALTH MANAGEMENT, formally registered with the SEC as FFT WEALTH MANAGEMENT. The firm was established in 10/07/2009. They have over 4 offices throughout the country.
FFT WEALTH MANAGEMENT is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $3,126,000,000 assets under management, offering retirement planning & investment advisory services to 648 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151225 |
| SEC# | 801-70638 |
| Assets Managed by Firm | $3,126,000,000 |
| No. of Clients | 648 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 648 | $3,126,000,000 |
| High net worth individuals | 55 | $3,126,000,000 |
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