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Hong-tsun Simon

Forthright Partners LLC

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About Hong-tsun Simon

Hong-tsun Simon is an investment advisor representative with Forthright Partners LLC in Atlanta, Georgia. Hong-tsun Simon is registered with the state of Georgia. Hong-tsun Simon is a Chartered Financial Analyst. The firm's main office is located at 3350 Riverwood Parkway SE, Suite 675, Atlanta, Georgia 30339. The firm provides investment advisory services to individuals and businesses. The firm manages a total of $136,498,301 in assets, of which $136,495,490 is discretionary. The firm also provides portfolio management for businesses and individuals. The firm has been in business since 2020.

Firm Information

Hong-tsun Simon 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

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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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Hong-tsun Simon’s Registration & Firm History

GA

09/10/2020 - Present

Forthright Partners LLC (ATLANTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hong-tsun Simon.
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