Overview
Assets Under Management: $176 million
Headquarters: NEEDHAM, MA
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
FORNESS FINANCIAL LLC 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 #172473), FORNESS FINANCIAL LLC is subject to fiduciary duty under federal law.
FORNESS FINANCIAL LLC is headquartered in NEEDHAM, MA.
FORNESS FINANCIAL LLC serves 67 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, FORNESS FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
FORNESS FINANCIAL LLC manages $176 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, FORNESS FINANCIAL LLC serves high-net-worth individuals. View client details ↓
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