Fort Street Asset Management LLC

Fort Street Asset Management LLC (CRD# 305446) is a financial advisory firm headquartered in Honolulu, HI. They manage $126,000,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
900 Fort Street Mall Suite 1727, Honolulu, HI 96813
http://www.fortstreetam.com
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $2,100,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

HI, TX

Financial Advisors at Fort Street Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Clinton Dodson, financial advisor Honolulu HI
Clinton J. Dodson
CRD#: 5602017
900 Fort Street Mall Suite 1727, Honolulu, HI 96813

Clinton Dodson (CRD# 5602017) is an Investment Advisor Representative working at Fort Street Asset Management LLC in Honolulu, HI and has over 15 years of experience in the finance industry.

2
Richard Wertheimer, financial advisor Honolulu HI
Richard M. Wertheimer
CRD#: 4514149
900 Fort Street Mall Suite 1727, Honolulu, HI 96813

Richard Wertheimer (CRD# 4514149) is an Investment Advisor Representative working at Fort Street Asset Management LLC in Honolulu, HI and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals