Forthright Finances LLC
Forthright Finances LLC (CRD# 300569) is a financial advisory firm headquartered in Tucson, AZ. They manage $19,513,061 in 142 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management20MILLION
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Total Number of Accounts142ACCOUNTS
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Average Account Value$137,416
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, NV, TX
Financial Advisors at Forthright Finances LLC
1
Scott Newhouse (CRD# 6443922) is an Investment Advisor Representative working at Forthright Finances LLC in Tucson, AZ and has over 9 years of experience in the finance industry.
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