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Thomas Francis Ford

FLUENT WEALTH PARTNERS, LLC·SAN JOSE, California
Unclaimed Profile
1530 THE ALAMEDA, SAN JOSE, CA 95126CRD# 874981Firm CRD# 147512
01

About

Thomas Francis Ford is a registered financial advisor based in SAN JOSE, California, affiliated with FLUENT WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FLUENT WEALTH PARTNERS, LLC
FLUENT WEALTH PARTNERS
AUM
$136M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 874981
Firm CRD# 147512
No disclosures on file
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05

Frequently Asked Questions

What services does Thomas Francis Ford offer?
Thomas Francis Ford specializes in Financial Planning, Investment Management. Contact their office in SAN JOSE, California for a consultation.
What are Thomas Francis Ford's credentials?
Thomas Francis Ford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Francis Ford located?
Thomas Francis Ford is based in SAN JOSE, California, working with FLUENT WEALTH PARTNERS, LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Thomas Francis Ford charge for services?
Thomas Francis Ford's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLUENT WEALTH PARTNERS, LLC?
FLUENT WEALTH PARTNERS, LLC has approximately 3 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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