Overview
Assets Under Management: $185 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 43
Average Client Assets: $5 million
Frequently Asked Questions
AFT, FORSYTH AND COMPANY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137404), AFT, FORSYTH AND COMPANY, INC. is subject to fiduciary duty under federal law.
AFT, FORSYTH AND COMPANY, INC. is headquartered in WEST PALM BEACH, FL.
AFT, FORSYTH AND COMPANY, INC. serves 43 high-net-worth clients according to their SEC filing dated October 21, 2024. View client details ↓
According to their SEC Form ADV, AFT, FORSYTH AND COMPANY, INC. offers portfolio management for individuals. View all service details ↓
AFT, FORSYTH AND COMPANY, INC. manages $185 million in client assets according to their SEC filing dated October 21, 2024.
According to their SEC Form ADV, AFT, FORSYTH AND COMPANY, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.28
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 194
Discretionary Accounts: 194
Regulatory Filings
CRD Number: 137404
Last Filing Date: 2024-10-21 00:00:00
Website: https://aftforsyth.net