Overview
Assets Under Management: $176 million
Headquarters: NEEDHAM, MA
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 681
Discretionary Accounts: 681
Regulatory Filings
CRD Number: 172473
Last Filing Date: 2025-01-21 00:00:00
Website: https://fornessfinancial.com