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Hong-tsun Simon

FORTHRIGHT PARTNERS LLC
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 4869983
HS

Professional summary

Hong-tsun Simon is a registered financial advisor currently at FORTHRIGHT PARTNERS LLC located in Atlanta, Georgia.

Hong-tsun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Hong-tsun has worked at 2 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hong-tsun Simon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 10, 2020 - Present

FORTHRIGHT PARTNERS LLC

Office #1: 3350 Riverwood Parkway Se Suite 675, Atlanta, GA 30339
RIA
CRD#: 310311
Atlanta, GA
Past

December 16, 2004 - December 16, 2004

MONTAG

RIA
CRD#: 105756
ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FP
FORTHRIGHT PARTNERS LLC
FORTHRIGHT PARTNERS LLC

CRD#: 310311 / SEC#: 801-119368

RIA
Registered Investment Advisory firm - (8/31/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(9/10/2020)

Exams

Current Firm

FP
FORTHRIGHT PARTNERS LLC
FORTHRIGHT PARTNERS LLC

CRD#: 310311 / SEC#: 801-119368

RIA
Registered Investment Advisory firm - (8/31/2020 Approved)
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Contact information

Main Address
3350 Riverwood Parkway Se Suite 675, Atlanta, GA 30339
Mailing Address
Phone number
(404) 596-4550
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORTHRIGHT PARTNERS FORM ADV PART 2A BROCHURE (2/12/2025)

Regulatory assets under management

Total Number of Accounts83
AUM (Assets Under Management)$ 136,498,301

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FORTHRIGHT PARTNERS LLC

CRD#: 310311Atlanta, GA 30339

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