Fordham Financial Services, Inc.

Overview

Fordham Financial Services, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individuals and families and offers financial planning and portfolio management for individuals and small businesses. Its compensation model combines a percentage-of-assets-under-management fee with hourly charges. In addition to advisory work, the firm operates as an insurance broker and provides accounting-related services. Fordham does not position itself as an ESG investor and is not identified as a multi-state adviser.

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Location & Offices