Forty4 Financial

RIASEC Registered
Total AUM
$33.2M
Discretionary
$33.2M
100% of AUM
Avg account
$221K
Accounts
150
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
326024
Custodians
ALTRUIST
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.22%
  • Individuals18.98%
  • Pension & Profit Sharing Plans1.81%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Forty4 Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses; its ADV filings also list pension consulting among its advisory activities. Fee arrangements are flexible and include percentage-of-AUM billing, hourly fees, and fixed-price engagements. The adviser does not identify as an active ESG investor, does not operate as a capital allocator, and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 83%, Cash & Cash Equivalents 5%, Exchange Traded Equities 4%, Investment Grade Corp Bonds 3%, Derivatives 3%, Non-Investment Grade Corp Bonds 2%83%
  • Public Funds/Mutual Funds83%
  • Cash & Cash Equivalents5%
  • Exchange Traded Equities4%
  • Investment Grade Corp Bonds3%
  • Derivatives3%

Contacts

1 of 1
  • Frank Byskov

    Frank Byskov

    Financial Advisor and FounderCRD 6389195

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth