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FORTHRIGHT FAMILY WEALTH ADVISORY LLC
825 Town & Country Ln.
12th Fl.
Houston, Texas 77024
Tel: 713-510-3510
About FORTHRIGHT FAMILY WEALTH ADVISORY LLC
FORTHRIGHT FAMILY WEALTH ADVISORY LLC, formally registered with the SEC as FORTHRIGHT FAMILY WEALTH ADVISORY LLC. The firm was established in 08/13/2019. They have over 3 offices throughout the country.
FORTHRIGHT FAMILY WEALTH ADVISORY LLC is a Houston, Texas based Financial Planning firm with nearly $160,849,994 assets under management, offering retirement planning & investment advisory services to 180 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304547 |
| SEC# | 801-117159 |
| Assets Managed by Firm | $160,849,994 |
| No. of Clients | 180 |
| No. of Advisors | 2 |
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 | 180 | $160,849,994 |
| Individuals (other than high net worth individuals) | 10 | $1,885,818 |
| High net worth individuals | 46 | $158,964,176 |
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