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4thought Financial Group Inc.

● SEC registered since 2012CRD 162997SEC# 801-74692Syosset, NY
Export (members)
Reg. AUM
$214.3M
Employees
6
Accounts
869
Location
Syosset, NY

4thought Financial Group Inc. assets under management

4thought Financial Group Inc. is an investment advisory firm registered with the SEC based in Syosset, NY. The firm has been registered since 2012. It reports $214.3 million in regulatory assets under management and employs 6 people.

4thought Financial Group Inc. owners & executives

3 reported
NameTitleOwnershipSince
Daniel Richard MacKey ControlChief Financial Officer, Investor Relations Officer, Shareholder25-50%2020
Jesse Brian MacKey ControlChief Executive Officer, Chief Compliance Officer, Chief Investment Officer, Shareholder25-50%2010
Martin Elliot Levine ControlChief Marketing Officer, Shareholder25-50%2010

Frequently asked questions

How much does 4thought Financial Group Inc. manage?

4thought Financial Group Inc. reports $214.3 million in regulatory assets under management on its Form ADV.

How many employees does 4thought Financial Group Inc. have?

4thought Financial Group Inc. reports 6 employees.

Where is 4thought Financial Group Inc. located?

4thought Financial Group Inc. is based in Syosset, NY and has been SEC-registered since 2012.

Does 4thought Financial Group Inc. disclose fund performance?

4thought Financial Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6851 Jericho Turnpike, Suite 120, Syosset, NY 11791
Phone516-300-1617
Fax516-802-7524
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$208.9M
Non-discretionary$5.4M
Total (RAUM)$214.3M