Jennifer
Migdal

Forthright Financial Planning LLC

CRD#4952120
Investment Advisor
in Albuquerque, NM

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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

Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2125 Wyoming Blvd. Ne
Albuquerque, NM 87112-2617

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Forthright Financial Planning LLC Brokerage Details

Total Assets Under Management

$18,215,000

NM Average: $3,612,835,751
Total Number of Employees

1

NM Average: 18
Total Number of Accounts

96

NM Average: 517
Average Account Size

$189,740

NM Average: $6,988,077

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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.

2007 - Present (14 years)

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

Jennifer Migdal
Albuquerque, NM

This content was compiled from the SEC and FINRA.

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