Forty4 Financial
Firm details
- Headquarters
- ,
- CRD number
- 326024
- Website
- forty4financial.com
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.22%
- Individuals18.98%
- Pension & Profit Sharing Plans1.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Forty4 Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses; its ADV filings also list pension consulting among its advisory activities. Fee arrangements are flexible and include percentage-of-AUM billing, hourly fees, and fixed-price engagements. The adviser does not identify as an active ESG investor, does not operate as a capital allocator, and is not registered as a multistate adviser.
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
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents5%
- Exchange Traded Equities4%
- Investment Grade Corp Bonds3%
- Derivatives3%
Contacts
1 of 1
Frank Byskov
Financial Advisor and FounderCRD 6389195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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