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Baoky Nguyen Vu

Forthright Partners LLC

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About Baoky Nguyen Vu

Baoky Nguyen Vu is an Investment Advisor Representative with Forthright Partners LLC, a registered investment advisor firm based in Atlanta, Georgia. Baoky has been in the industry since January 2012, working at Silverberry Capital before joining Forthright. Baoky provides investment advisory services to a range of clients, including individuals, businesses, trusts, and charitable organizations. Forthright Partners LLC's services include portfolio management and financial planning. The firm has a strong track record in providing advisory services to clients with a focus on healthcare. Baoky is committed to providing her clients with personalized investment advice and financial guidance to help them achieve their financial goals.

Firm Information

Baoky Vu is currently registered with Forthright Partners LLC. Forthright Partners LLC is an investment advisor registered with the SEC and located in Atlanta, Georgia. They manage approximately $136,498,301 in assets for individuals, trusts, charitable organizations, corporations, and other businesses. Their services include portfolio management for individuals and businesses.
Forthright Partners LLC

3350 RIVERWOOD PARKWAY SE

ATLANTA, GA 30339

$136.50M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Baoky Vu’s Registration & Firm History

GA

04/20/2022 - Present

Forthright Partners LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 03/24/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Baoky Nguyen Vu.
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