FOURTHROCK FINANCIAL CORPORATION

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
BOISE, Idaho
CRD number
334837
Fee structure
Hourly Charges
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fourthrock Financial Corporation operates as a corporation focused on providing financial planning services and educational seminars. The firm emphasizes a client-centric approach, offering tailored advice to meet individual financial goals. While it does not engage in capital allocation or act as a pension consultant, it plays a role in educating clients through workshops, enhancing their understanding of financial matters. The firm does not currently have a focus on environmental, social, and governance (ESG) investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Ramtin Mofid

    CEO & CCOCRD 8055524

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOISE, ID

ADA

Location

BOISE, ID

Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
ADA
Address
967 E Parkcenter Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth