Forthright Partnerstm

Overview

Forthright Partners LLC is a Nevada-registered limited liability company that combines insurance brokerage with advisory services. The firm identifies its primary client base as institutional but also lists advisory capabilities that typically serve individuals and small businesses, including financial planning, portfolio management, pension consulting and educational seminars. Compensation methods are varied and include percentage-of-AUM arrangements as well as hourly, subscription, fixed-fee and other billing approaches. The firm does not market itself as an ESG/impact investor and reports not operating as a multi-state or related adviser.

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Public Holdings

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Location & Offices