Unclaimed Profile

Brook James Lenfest

FFT WEALTH MANAGEMENT LLC·WEST CONSHOHOCKEN, Pennsylvania

Clean recordFFT WEALTH MANAGEMENT LLC

ONE TOWER BRIDGE, WEST CONSHOHOCKEN, PA 19428CRD# 5936530Firm CRD# 151225

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brook James Lenfest · WEST CONSHOHOCKEN, PA

Registration

CRD #5936530 · FFT WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brook James Lenfest is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with FFT WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FFT WEALTH MANAGEMENT LLC

FFT WEALTH MANAGEMENT

AUM

$3.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FFT WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5936530

Firm CRD# 151225

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brook James Lenfest offer?

Brook James Lenfest specializes in Financial Planning, Investment Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.

What are Brook James Lenfest's credentials?

Brook James Lenfest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brook James Lenfest located?

Brook James Lenfest is based in WEST CONSHOHOCKEN, Pennsylvania, working with FFT WEALTH MANAGEMENT LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.

How does Brook James Lenfest charge for services?

Brook James Lenfest's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FFT WEALTH MANAGEMENT LLC?

FFT WEALTH MANAGEMENT LLC has approximately 30 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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