ABERFORTH

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
7
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
edinburgh midlothian,
CRD number
331982
Registered since
July 16, 2024

Firm profile

FINTRX

Overview

Aberforth is a limited liability partnership that operates as a registered investment advisor. The firm has a focus on investment activity and manager allocation, although specific preferences and strategies have not been disclosed. As a newly formed advisor in 2024, Aberforth has yet to establish a significant client base or a defined fee structure. The firm does not engage in capital allocation or pension consulting, and it is not recognized as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Samuel Ford

    PartnerCRD 7953703

  • Peter Shaw

    PartnerCRD 7953719

  • Euan Macdonald

    PartnerCRD 7953712

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

edinburgh midlothian, null

Location

edinburgh midlothian, null

Headquartered in edinburgh midlothian, null.

Address
14 Melville St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth