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
Fort Street Asset Management LLC
By the Numbers
-
Total Assets Under Management126MILLION
-
Total Number of Accounts60ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
HI, TX
Financial Advisors at Fort Street Asset Management LLC
1
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 (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.
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