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, SEC-registered RIA organized as an LLC that began SEC registration in 2017. The firm advises both individual/family clients and institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not characterize itself as an ESG-focused manager and is not designated as a capital allocator. Its business model centers on discretionary portfolio management (the bulk of assets), supplemented by advisory work on an hourly or fixed-fee basis for planning and consulting assignments. Industry relationships include ties to accounting and insurance professionals.
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 1LINDSAY RIDER
Chief Compliance OfficerCRD 5188551
Contacts
3 of 10MATTHEW 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 114Active vs passive
$224M in ETFs
46%
$102M
28%
$122M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $25.2M | 328,771 | 11.24% |
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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