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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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