Forthright Family Wealth Advisory LLC

Forthright Family Wealth Advisory LLC (CRD# 304547) is a financial advisory firm headquartered in Houston, TX. They manage $160,849,994 in 180 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
825 Town & Country Ln., 12th Fl., Houston, TX 77024
https://www.forthrightwealth.com
By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $893,611
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Forthright Family Wealth Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
Neal Carlson, financial advisor Houston TX
Neal D. Carlson
CRD#: 4985231
825 Town & Country Ln., 12th Fl., Houston, TX 77024

Neal Carlson (CRD# 4985231) is an Investment Advisor Representative working at Forthright Family Wealth Advisory LLC in Houston, TX and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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