CRD: 282588
Ford Financial Solutions, LLC
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus insightQuantum
- Established Date
- 02-03-2016
- Office Locations
- 1
Office Locations
About Ford Financial Solutions, LLC
Ford Financial Solutions (New York) is a fee-only, fiduciary planning firm led by Julie Ford (CFP, CPA) and Tony Ford (JD, CFP). They deliver comprehensive, values-based financial plans for life transitions (retirement/early retirement, career shifts, college, charitable giving) via ongoing or one-time engagements, in person or virtually. Client focus is city-dwelling couples in their 30s-40s; portfolios are primarily ETF-based. Featured in NYT/WSJ/Forbes.
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Investment Themes
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Platform
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Owner & Executives
JULIE ELIZABETH FORD
Chief Executive Officer, Financial Planner, Founder, Owner
- CRD
- #5551913
- Ownership
- 75% or more
Anthony Joseph Ford
Chief Compliance Officer, Financial Planner
- CRD
- #7305628
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,903,728 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,903,728 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,903,728
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,808,125,761 | 100.0% |
| Total | $1,808,125,761 | 100.0% |