Investment adviser · CRD 284977
FORD FINANCIAL GROUP
Investment adviser filing (IA)
FORD FINANCIAL GROUP, LLC
FRESNO, CA, United States · Form ADV filed Mar 28, 2023
- Regulatory AUM
- $537M Form ADV · Item 5.F
- Client accounts
- 2,023 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 282 | $362,284,497 | 67.4% |
| Individuals | 720 | $160,659,845 | 29.9% |
| Charities | 7 | $6,523,634 | 1.2% |
| Retirement plans | 9 | $6,156,064 | 1.1% |
| Corporations & businesses | Fewer than 5 | $1,509,746 | 0.3% |
Filing source
Form ADV 1731951 · Mar 28, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
5260 N. PALM AVENUE, SUITE 221FRESNO, CA, 93704, United States
CRD 284977
Filing source
Form ADV 1731951 · Mar 28, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.