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| FFT Wealth Management LLC
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|---|---|
| CRD # | 151225 |
| SEC # | 801-70638 |
| CIK # | 0001653199 |
| AUM | $1.3 BB (29% Disc, 100% US, 2020-08-24) |
| Employees | 25 (72% Investors, 0% Brokers) |
| Phone | 212-488-1390 |
| Address | One Tower Bridge West Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 674,750.0 | 1.2 | |
| AMZN | 733,590.0 | 1.1 | |
| BABA | 355,310.0 | 0.6 | |
| MA | 209,190.0 | 0.6 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Bala Capital Opportunity Fund LP | 2014-03-26 | 18.7 | |
| Other | Green Mountain US Fund LP | [2013-04-01] | 30.5 | 31.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2021 |
|---|---|---|---|
| Leonard Polonsky | 1 | ||
| Green Mountain GP Ltd | 1 | ||
| Forbes Family Trust | 1 | ||
| Georgette Bennett | 1 |
| EDGAR Form | CIK | 2011 - 2021 |
|---|---|---|
| 13F-HR | [0001653199] |
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|---|---|---|
|
Weston Financial Group Inc
✚
|
MA | 1.3 |
|
Independence Advisors LLC
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PA | 1.3 |
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Nelson van Denburg & Campbell Wealth Management Group LLC
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NE | 1.3 |
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Calton & Associates Inc
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FL | 1.3 |
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Conservest Capital Advisors Inc
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PA | 1.3 |
|
Domani Wealth LLC
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PA | 1.3 |
|
Baystate Wealth Management LLC
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MA | 1.3 |
|
Boys Arnold & Company Inc
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|
NC | 1.3 |
|
HAHN Capital Management LLC
✚
|
CA | 1.3 |
|
Cougar Global Investments Limited
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1.3 |