4thought Financial Group Inc.
4thought Financial Group Inc. is an SEC-registered mass-market adviser in Syosset, NY with $214.3M assets under management (AUM, regulatory AUM), +20% over one year. See who owns 4thought Financial Group Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 162997, SEC 801-74692, data through 2026-01-05.
- AUM (assets under management / regulatory AUM)
- $214.3M (2026-01-05)
- Firm type
- Mass-Market Adviser
- Location
- Syosset, NY
- Employees
- 6
- Clients
- 344
- CRD
- 162997
- Ownership
- MACKEY, JESSE, BRIAN; LEVINE, MARTIN, ELLIOT; MACKEY, BRIAN, CRAIG; MACKEY, DANIEL, RICHARD; Duvally, Michael, Cardone
How much AUM does 4thought Financial Group Inc. have?
4thought Financial Group Inc. reported $214.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-05).
Who owns 4thought Financial Group Inc.?
Disclosed owners and executives of 4thought Financial Group Inc. include MACKEY, JESSE, BRIAN, LEVINE, MARTIN, ELLIOT, MACKEY, BRIAN, CRAIG, MACKEY, DANIEL, RICHARD, Duvally, Michael, Cardone. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.