FIFTH FORCE MANAGEMENT
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 325161
- Registered since
- March 31, 2023
- Custodians
- J.P. MORGAN SECURITIES INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fifth Force Management is a privately held limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The adviser operates under multiple fee arrangements — asset-based fees, fixed fees, and performance-linked fees — and is SEC-registered (2023). The firm does not position itself as an ESG-focused allocator and is tracked as a single-state adviser. Ownership is individual rather than institutional, and the firm is not classified under a specific boutique label in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds32%
- Cash & Cash Equivalents20%
- Exchange Traded Equities15%
- Other15%
- Investment Grade Corp Bonds10%
Owners & executives
1 of 1Ryan Chowdhury
Managing Director and Chief Compliance OfficerCRD 6220685
Contacts
1 of 1Griffin Maurice
Senior AnalystCRD 8006876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 5217 McKinney Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CAIRD INVESTMENTS
RIADALLAS, TX
SLOTNIK CAPITAL, LLC
RIADALLAS, TX
CASTLEVIEW PARTNERS, LLC
RIADALLAS, TX
FORTUNE WEALTH MANAGEMENT, LLC
RIADALLAS, TX
FIFTH PARTNERS MANAGEMENT, LLC
RIADALLAS, TX
MURPHY & SYLVEST
RIADALLAS, TX