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Ford Thomas Francis (Mountain View)


Ford Thomas Francis is a large advisory firm based in Mountain View. It manages $58 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Ford Thomas Francis provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ford Thomas Francis: assets under management

The assets under management (AUM) of Ford Thomas Francis is $58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.61 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ford Thomas Francis for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mountain View

The principal office where Ford Thomas Francis performs its advisory services is located at 2685 Marine Way #1220, Mountain View, CA 94043, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-964-7770 or by fax 650-964-8341. The normal business hours are 8am-6pm on Monday - Friday.


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