FORDWELLINGTON LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DANA POINT, California
CRD number
342392

Firm profile

FINTRX

Overview

Fordwellington LLC is organized as a limited liability partnership and is listed as individually owned. Publicly available records do not assign the firm to a standard adviser classification, and the year of SEC registration is not specified. The firm is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor. It is also not noted as a multistate or newly formed adviser in the source dataset.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • SIDDHARTHA KHANNA

    Managing General PartnerCRD 1735588

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DANA POINT, CA

ORANGE

Location

DANA POINT, CA

Headquartered in DANA POINT, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
1841 Doheny Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth