Overview
Assets Under Management: $537 million
Headquarters: FRESNO, CA
High-Net-Worth Clients: 282
Average Client Assets: $1.3 million
Frequently Asked Questions
FORD FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284977), FORD FINANCIAL GROUP is subject to fiduciary duty under federal law.
FORD FINANCIAL GROUP is headquartered in FRESNO, CA.
FORD FINANCIAL GROUP serves 282 high-net-worth clients according to their SEC filing dated March 28, 2023. View client details ↓
According to their SEC Form ADV, FORD FINANCIAL GROUP offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FORD FINANCIAL GROUP manages $537 million in client assets according to their SEC filing dated March 28, 2023.
According to their SEC Form ADV, FORD FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 282
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.45%
Average Client Assets: $1.3 million
Total Client Accounts: 2,023
Discretionary Accounts: 1,892
Non-Discretionary Accounts: 131
Regulatory Filings
CRD Number: 284977
Filing ID: 1731951
Last Filing Date: 2023-03-28 17:43:00