Overview
Assets Under Management: $176 million
Headquarters: EAST GREENWICH, RI
High-Net-Worth Clients: 329
Average Client Assets: $373,537
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 329
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.86
Average High-Net-Worth Client Assets: $373,537
Total Client Accounts: 851
Discretionary Accounts: 851
Regulatory Filings
CRD Number: 143912
Last Filing Date: 2024-03-29 00:00:00
Website: https://forbesplanning.com