FIFTH FORCE MANAGEMENT

5217 Mckinney Avenue
Suite 525
Dallas, Texas 75205
Tel: 972-571-4397

About FIFTH FORCE MANAGEMENT

FIFTH FORCE MANAGEMENT, formally registered with the SEC as FIFTH FORCE MANAGEMENT. The firm was established in 03/31/2023. They have over 1 offices throughout the country.

FIFTH FORCE MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $375,490,000 assets under management, offering retirement planning & investment advisory services to 146 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325161
SEC#	801-127569
Assets Managed by Firm	$375,490,000
No. of Clients	146
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	146	$375,490,000
High net worth individuals	Fewer than 5 clients	$375,490,000

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