F
CRD: 334449
Ford Financial Fitness
Plymouth, MI
3136189421
$13.4M Total AUM
$13.4M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-24-2025
- Office Locations
- 1
Office Locations
-- Plymouth MI
About Ford Financial Fitness
Ford Financial Fitness is a Plymouth-based RIA. The firm has been operating for 1 years. Managing $13.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$13.4M AVG AUM / ADVISOR
$312.1K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Summit element
Investment Themes
Signal Catalyst Element horizon Eagle capital
Investment Vehicles
Vector signal
Services
Pathway Crest Harbor vector Zenith Optima matrix
Owner & Executives
C
Christopher Ford
Chief Compliance Officer, FOUNDER, President
- CRD
- #8024170
- Ownership
- 75% or more
(388) 655-3704
vital.foundation@horizoncapital.com
in linkedin.com/in/catalyst-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,422,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,422,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,422,000
Equity - Exchange:
22.5% Public Funds:
32.3% Cash:
25.7% U.S. Government/Agency:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $879,281,308 | 22.5% |
| Public Funds | $1,262,257,166 | 32.3% |
| Cash | $1,004,334,649 | 25.7% |
| U.S. Government/Agency | $762,043,800 | 19.5% |
| Total | $3,907,916,923 | 100.0% |