$33.2M Total AUM
$33.2M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Truist Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Unison glacierHarbor +more
- Established Date
- 05-01-2023
- Office Locations
- 1
Office Locations
-- Bethesda MD
About Forty4 Financial
Forty4 Financial is a Maryland-registered RIA providing integrated financial planning and sustainable, values-aligned portfolio management built around “People, Planet and Profit.” Client work is goal-based (retirement, education funding, charitable giving) with implementation primarily via public funds/ETFs, and the firm highlights Altruist and its Sustainable Investor podcast as part of its approach.
Team overview
44 AVG AGE
$33.2M AVG AUM / ADVISOR
$754.5K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Frontier Focus unison
Client Personas
Matrix Zenith
Custodian
Signal wave Oak Bridge Alpha Zenith Pathway vital Atlas Crest
Fund Managers
Harbor
Investment Themes
Catalyst crest Bridge Element matrix Fusion
Investment Vehicles
Matrix Optima catalyst
Platform
Quantum Vertex focus
Services
Timber meridian Matrix vital Capital vector Insight Momentum Zenith zenith Pathway horizon Beacon Vector ridge
Technology
Insight Frontier legacy Vertex frontier
Owner & Executives
FRANK BYSKOV
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #6389195
- Ownership
- 75% or more
(486) 204-4748
frontier.catalyst@ridgecapital.com
in linkedin.com/in/foundation-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,200,000
Public Funds:
17.7% Cash:
22.6% Equity - Exchange:
7.0% Corporate - Investment Grade:
6.4% Derivatives:
30.6% Corporate - Non-Investment Grade:
15.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $999,062,647 | 17.7% |
| Cash | $1,275,639,312 | 22.6% |
| Equity - Exchange | $395,109,521 | 7.0% |
| Corporate - Investment Grade | $361,242,991 | 6.4% |
| Derivatives | $1,727,193,051 | 30.6% |
| Corporate - Non-Investment Grade | $886,174,213 | 15.7% |
| Total | $5,644,421,735 | 100.0% |