Niamh Aitken

Forth Capital (USA), LLC

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingCross-Border Planning

Forth Capital (USA), LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

19 clients

Average Client Portfolio

$502K average

Assets Under Management

$9.5M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Minimum Annual Fee:$5,000

Location

Nova House 3/5 Ponton Street, Edinburgh, EH39QQ

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Forth Capital (USA), LLC

June 2024 - Present · 1 yr 8 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.