Ford Financial Fitness
Firm details
- Headquarters
- ,
- CRD number
- 334449
- Website
- www.fordfinancialfitness.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals88.3%
- HNWI11.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ford Financial Fitness is an independently owned registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. The adviser describes itself as an active ESG investor. It does not position itself as a capital allocator, pension consultant, multi-state advisor, or part of a related-adviser structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities82%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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