ACHIEVE WEALTH PARTNERS LLC
Adviser information for ACHIEVE WEALTH PARTNERS LLC last updated from Form ADV on February 16th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 0 | $0 |
Total | 0 | $0 |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)CONSULTING |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-114146 |
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SEC ERA File Number | 801-114146 |
SEC CIK Numbers | None |
SEC CRD Numbers | 298540 |
Legal Entity Identifier | None |
Principal Office
400 LINDEN OAKSSUITE 310
ROCHESTER
NY
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 585-586-8100, Fax: 585-697-2599
Websites
Chief Compliance Officer
ADIL (NMN) MASOOD
400 LINDEN OAKS
SUITE 310
ROCHESTER
NY
United States
Tel:
585-586-8100
Fax:
585-697-2599
A***@************************M
(Full email address available in API data)
Industry Affiliates
FORTE CAPITAL LLC | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MASOOD, ADIL, NMN | Individual | AJIT J. DESHPANDE REVOCABLE TRUST | TRUSTEE | 01/2016 | |
FORTE CAPITAL LLC | Domestic Entity | – | MEMBER | 07/2018 | > 75% |
HENION, DAVID, WILLIAM | Individual | FORTE CAPITAL LLC | MEMBER | 08/1996 | 25-50% |
AJIT J. DESHPANDE REVOCABLE TRUST | Domestic Entity | FORTE CAPITAL LLC | MEMBER | 01/2016 | 25-50% |
MASOOD, ADIL, G | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2018 | < 5% |