CRD: 125887
Fordham Financial Services, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest quantum
- Established Date
- 12-03-1999
- Office Locations
- 1
Office Locations
About Fordham Financial Services, Inc.
Fordham Financial Services, Inc. is a Lilburn, GA-based advisory firm focused on retirement and comprehensive financial planning for individuals and families, including estate, tax, insurance, and business-succession planning (with a client focus that includes entrepreneurs). Portfolios emphasize equities and ETFs with a risk-management lens, and the firm custodies with Charles Schwab. A notable practice-builder: it runs free retirement workshops and events for prospects.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT JOHN FORDHAM
Chief Compliance Officer, Owner, President
- CRD
- #2987733
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,663,297 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,663,297 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $26,663,297
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,633,611,960 | 18.9% |
| Equity - OTC | $3,509,240,508 | 40.6% |
| Cash | $3,500,597,058 | 40.5% |
| Total | $8,643,449,526 | 100.0% |