Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
09/10/2020 - Present
Forthright Partners LLC (ATLANTA GA)
Active
Inactive
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