FFT WEALTH MANAGEMENT
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 151225
- Registered since
- October 7, 2009
- Website
- www.forbesfamilytrust.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI99.49%
- Investment Companies0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
FFT Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2009. The firm serves both individual/family and institutional clients and acts as a capital allocator, combining direct portfolio management with selection of outside managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and manager selection. FFT uses a mix of fee structures — percentage of AUM, fixed fees and performance-based fees — and is not identified as an active ESG investor. FFT also has industry roles beyond pure advisory work: it is listed as an other investment adviser/CPO or CTA and as a sponsor or GP/managing member of pooled vehicles, indicating direct involvement in private fund formation and management in addition to third-party allocation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds44%
- Private Funds40%
- Exchange Traded Equities11%
- Cash & Cash Equivalents4%
Owners & executives
3 of 4ANDREW MEHALKO
Chief Investment OfficerCRD 1739679
KEITH BLOOMFIELD
Founder & CEOCRD 5256516
JONATHAN WALSH
Chief Compliance OfficerCRD 4961248
Contacts
3 of 3PAUL GREGORCHUK
Vice ChairmanCRD 2526437
FELITSA KAPSAS
Senior Client AssociateCRD 4433260
JOHN TASSONE
Director, InvestmentsCRD 2936169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$444M in ETFs
84%
$372M
14%
$72.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $107M | 163,294 | 24.01% |
Location
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- PHILADELPHIA
- Address
- 2 Liberty Pl
- Time zone
- ET (UTC-5)
- Office locations
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