Forty North Wealth
Firm details
- Headquarters
- Glendale, Colorado
- CRD number
- 290770
- Registered since
- December 8, 2017
- Website
- www.insightassetmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals50.4%
- HNWI49.43%
- Corporations / Businesses0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Forty North Wealth is an independent registered investment adviser organized as an LLC and operating since 2017. The firm serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing approach includes AUM-based fees alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. Ownership is a mix of a domestic entity and individual ownership, and the firm is not characterized as a capital allocator. Industry relationships include affiliations with accounting and insurance firms, which suggests coordination with tax and insurance professionals as part of client servicing.
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 Funds77%
- Exchange Traded Equities14%
- Other4%
- Cash & Cash Equivalents3%
- Private Funds2%
Owners & executives
1 of 1
Lindsay Rider
Chief Compliance OfficerCRD 5188551
Contacts
3 of 10
Matthew Tuft
Investment Advisor RepresentativeCRD 4192802
Donald Hafner
Managing Partner, Investment Advisor RepresentativeCRD 1059114
Michael Davis
Investment Advisor RepresentativeCRD 2318064
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 119Active vs passive
$219M in ETFs
51%
$112M
17%
$107M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $29.2M | 332,122 | 13.34% |
Location
Glendale, CO
Denver
Location
Glendale, CO
Headquartered in Glendale, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 650 S Cherry St
- Time zone
- MT (UTC-7)
- Office locations
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