FOURTHOUGHT FINANCIAL, LLC
Legal name: FOURTHOUGHT PRIVATE WEALTH
CRD #306017 SEC #801-117666 VENICE, FL 941-408-8557
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
17
Clients
--
Accounts
29,893
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $1.2B | $1.2B | $0 | 17 | 814 |
| Jun 2021 | $950.5M | $950.5M | $0 | 17 | 739 |
| Apr 2021 | $950.5M | $950.5M | $0 | 17 | 739 |
| Mar 2021 | $950.5M | $950.5M | $0 | 15 | 739 |
| Feb 2021 | $732.1M | $732.1M | $0 | 12 | 0 |
| Feb 2021 | $732.1M | $732.1M | $0 | 12 | 0 |
| Jan 2021 | $732.1M | $732.1M | $0 | 12 | 0 |
| Jun 2020 | $732.1M | $732.1M | $0 | 12 | 0 |
| Mar 2020 | $732.1M | $732.1M | $0 | 12 | 0 |
| Jan 2020 | $0 | $0 | $0 | 9 | 0 |
| Nov 2019 | $0 | $0 | $0 | 2 | 0 |
| Oct 2019 | $0 | $0 | $0 | 2 | 0 |
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients814
DateJun 2021
Total AUM$950.5M
Discretionary$950.5M
Non-Disc.$0
Employees17
Clients739
DateApr 2021
Total AUM$950.5M
Discretionary$950.5M
Non-Disc.$0
Employees17
Clients739
DateMar 2021
Total AUM$950.5M
Discretionary$950.5M
Non-Disc.$0
Employees15
Clients739
DateFeb 2021
Total AUM$732.1M
Discretionary$732.1M
Non-Disc.$0
Employees12
Clients0
DateFeb 2021
Total AUM$732.1M
Discretionary$732.1M
Non-Disc.$0
Employees12
Clients0
DateJan 2021
Total AUM$732.1M
Discretionary$732.1M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$732.1M
Discretionary$732.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$732.1M
Discretionary$732.1M
Non-Disc.$0
Employees12
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0