Ford Financial Group LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| Ford Financial Group LLC
|
| CRD # | 284977 |
| SEC # | 801-108765 |
| CIK # | 0001730887 |
| AUM |
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| Employees |
16 (56% Investors, 69% Brokers)
|
| Phone | 559-449-8690 |
| Address | 5260 N Palm Avenue
Fresno, CA 93704 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
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Total AUM ($M)
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
720
|
160.7 |
| (b) Individuals (high net worth individuals) |
282
|
362.3 |
| (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 |
9 |
6.2 |
| (h) Charitable organizations |
7 |
6.5 |
| (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 |
3 |
1.5 |
| (n) Other |
0 |
0.0 |
| Total |
2,023 |
537.1 |
| By Discretionary |
| Discretionary |
1,892 |
525.4 |
| Non-Discretionary |
131 |
11.7 |
| Total |
2,023 |
537.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
537.1 |
| Total |
2,023 |
537.1 |
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