Jennifer
Migdal
Forthright Financial Planning LLC
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About this Advisor
Jennifer Migdal is a certified financial planner whose office is in Albuquerque, New Mexico. Currently a registered investment advisor with Forthright Financial Planning LLC, Migdal has 13 years of work experience. Migdal maintains a Series 65 license, designating the advisor as an investment advisor representative. Migdal is able to operate in New Mexico and Texas. Migdal has spent their entire career at Forthright Financial Planning LLC. Forthright Financial Planning LLC is based out of Albuquerque, New Mexico. Overall, Forthright Financial Planning LLC manages $18 million in assets throughout 96 client accounts and retains one person on staff. The amount of assets the firm manages makes it one of the smaller financial advisory firms in the nation. The firm manages 93 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 46% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Forthright Financial Planning LLC can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Forthright Financial Planning LLC Brokerage Details
$18,215,000
1
96
$189,740
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jennifer Migdal Work History
Jennifer has 13 years of experience.
Forthright Financial Planning LLC
Disclosures
Jennifer Migdal has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Forthright Financial Planning LLC
Albuquerque, NM
This content was compiled from the SEC and FINRA.