FIFTH FORCE MANAGEMENT

RIASEC RegisteredEst. 2023
Total AUM
$407M
Discretionary
$407M
100% of AUM
Avg account
$2.5M
Accounts
161
Employees
4
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 32%, Cash & Cash Equivalents 20%, Exchange Traded Equities 15%, Other 15%, Investment Grade Corp Bonds 10%, State & Local Bonds 5%, Public Funds/Mutual Funds 2%, Non-Exchange Traded Equities 1%32%
  • Private Funds32%
  • Cash & Cash Equivalents20%
  • Exchange Traded Equities15%
  • Other15%
  • Investment Grade Corp Bonds10%

Owners & executives

1 of 1
  • Ryan Chowdhury

    Managing Director and Chief Compliance OfficerCRD 6220685

Contacts

1 of 1
  • Griffin Maurice

    Senior AnalystCRD 8006876

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth