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Thomas Francis Ford

FLUENT WEALTH PARTNERS, LLC·SAN JOSE, California
Clean recordFLUENT WEALTH PARTNERS, LLC
1530 THE ALAMEDA, SAN JOSE, CA 95126CRD# 874981Firm CRD# 147512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Francis Ford · SAN JOSE, CA
Registration
CRD #874981 · FLUENT WEALTH PARTNERS, LLC
Brand Profile
Not yet started
01

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

02

Firm Overview

Firm
FLUENT WEALTH PARTNERS, LLC
CRD 147512 · SEC 801-69352
AUM
$136M
Regulatory assets under management
Employees
3
520 client accounts
Services offered by FLUENT WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FLUENT WEALTH PARTNERS, LLC →
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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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Other Advisors at FLUENT WEALTH PARTNERS, LLC

Thomas Hsin Lo
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Robert L Manganaro
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Research
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