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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Atlas fusionBridge vector
- Established Date
- 09-22-2021
- Office Locations
- 1
Office Locations
About Ford Investment & Retirement Management LLC
Ford Investment & Retirement Management LLC is a York, PA-based boutique RIA led by founder/CIO Scott Ford. The firm provides financial and investment planning, insurance, and charitable-giving guidance for retail clients including entrepreneurs. Portfolios focus on asset allocation and are implemented primarily with ETFs (and some mutual funds), with custody noted at Schwab and Interactive Brokers; it also lists digital assets and hedge funds as areas of interest.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT FORD
Chief Compliance Officer, Chief Investment Officer, FOUNDER, Wealth Advisor
- CRD
- #7194859
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,951,441 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,951,441 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,951,441
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,212,692,591 | 25.9% |
| Cash | $6,330,522,046 | 74.1% |
| Total | $8,543,214,637 | 100.0% |