Baoky
Vu
Forthright Partners LLC
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About this Advisor
Baoky Vu is a financial advisor based in Atlanta, Georgia, working with Forthright Partners LLC. Baoky has previously held positions at Mdc Healthcare, Silverberry Capital, Forthright Investments, and Forthright Partners LLC. Baoky has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Baoky is part of Forthright Partners LLC, which operates out of Atlanta, Georgia. The firm has 3 employees and manages assets totaling $144.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Forthright Partners LLC includes asset-based and fixed fees.
Certifications and Registrations
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Forthright Partners LLC Brokerage Details
$144,212,027
3
52
$2,773,308
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Baoky Vu Work History
Forthright Investments
Forthright Partners LLC
Mdc Healthcare
Silverberry Capital
Disclosures
Please visit the SEC profile of Baoky Vu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Forthright Partners LLC
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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