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| Happy Holidays!! thanks for using AUM13F!! |
| 4Thought Financial Group Inc
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|---|---|
| CRD # | 162997 |
| SEC # | 801-74692 |
| CIK # | 0001840261 |
| AUM | $178.5 M (2025-01-03) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 516-300-1617 |
| Address | 6851 Jericho Turnpike Syosset, NY 11791 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 133.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 40.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 828 | 178.5 |
| By Discretionary | ||
| Discretionary | 807 | 174.4 |
| Non-Discretionary | 21 | 4.0 |
| Total | 828 | 178.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.5 | |
| Total | 828 | 178.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840261] |
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|
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Brixton Capital Wealth Advisors LLC
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