FourThought Private Wealth

EST. AUM
$1,927,136,763

CONTACTS
3

CLIENT ACCOUNTS
4,199

Firm Details

Metro area Tampa
CRD Number 323060
Website fourthought.com
Client types

Overview

Formerly the Wells Fargo Team, Pinkerton Private Wealth. FourThought Signature, a companion division to FourThought Private Wealth, addresses the complex needs of individuals and families who have built or inherited great wealth. These clients are often enterprising families who have multiple business and financial interests. They require deep expertise and broad professional support to manage their interests effectively for the long term. Among the services provided to FourThought Signature clients are business acquisition and succession planning, family wealth counseling and multigenerational planning retreats, major acquisition support and family office services. They also offer private banking and a host of services around the formation and operation of private family foundations and donor advised funds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

FourThought Private Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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