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FFT WEALTH MANAGEMENT

2 Liberty Place
Floor 34
Philadelphia, Pennsylvania 19102
Tel: 610-545-6100

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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 StatusApproved
Firm CRD#151225
SEC#801-70638
Assets Managed by Firm$3,126,000,000
No. of Clients648
No. of Advisors30

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 ClientsAUM
Firm Total648$3,126,000,000
High net worth individuals55$3,126,000,000

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