4thought Financial Group Inc.
● SEC registered since 2012CRD 162997SEC# 801-74692Syosset, NY
Reg. AUM
$214.3M
Employees
6
Accounts
869
Location
Syosset, NY
4thought Financial Group Inc. assets under management
4thought Financial Group Inc. is an investment advisory firm registered with the SEC based in Syosset, NY. The firm has been registered since 2012. It reports $214.3 million in regulatory assets under management and employs 6 people.
4thought Financial Group Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Richard MacKey Control | Chief Financial Officer, Investor Relations Officer, Shareholder | 25-50% | 2020 |
| Jesse Brian MacKey Control | Chief Executive Officer, Chief Compliance Officer, Chief Investment Officer, Shareholder | 25-50% | 2010 |
| Martin Elliot Levine Control | Chief Marketing Officer, Shareholder | 25-50% | 2010 |
Frequently asked questions
How much does 4thought Financial Group Inc. manage?
4thought Financial Group Inc. reports $214.3 million in regulatory assets under management on its Form ADV.
How many employees does 4thought Financial Group Inc. have?
4thought Financial Group Inc. reports 6 employees.
Where is 4thought Financial Group Inc. located?
4thought Financial Group Inc. is based in Syosset, NY and has been SEC-registered since 2012.
Does 4thought Financial Group Inc. disclose fund performance?
4thought Financial Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6851 Jericho Turnpike, Suite 120, Syosset, NY 11791 |
| Phone | 516-300-1617 |
| Fax | 516-802-7524 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$214.3M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$214.3Mregulatory AUM
Discretionary $208.9MNon-discretionary $5.4M