Ford Financial is an investment advisor in Fresno with $626.73 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Ford Financial Group, Inc.
SEC CIK
IRS number
453356439
SEC advisor number
801-108765
FINRA CRD number
284977
AUM ?
$626.73 mm
(as of 23 Mar 22)
Accounts
2,007
(as of 23 Mar 22)
Employees
17
(9 investment advisory or research)
Address
Ford Financial
5260 N. PALM AVENUE
SUITE 221
FRESNO
CA 93704
5260 N. PALM AVENUE
SUITE 221
FRESNO
CA 93704
Office hours
Monday - Friday, 8:00 A.M. - 5:00 P.M.; CLOSE AT 4:00 P.M. ON FRIDAYS
Phone
559-449-8690
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ullmann, Brian, Joseph | Managing Partner | 01/2020 | 25-50% |
Ford, Carole, Riley | Financial Advisor | 08/2011 | 10-25% |
Ford, James, Joseph | Retired | 12/2020 | 10-25% |
Butler, Kelle, Lee | Chief Compliance Officer/ Operations Manager | 12/2016 | 5-10% |
Louie, Ryan, Jaire | Managing Partner | 01/2020 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21
13F-HR
Quarterly holdings report by institutional manager
26 Jul 21
13F-HR
Quarterly holdings report by institutional manager
4 May 21
13F-HR
Quarterly holdings report by institutional manager
9 Feb 21