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Building 2FORBES FINANCIAL PLANNING, INC.

Map pinEAST GREENWICH, RI
Phone401-885-7300
NotebookSEC #801-117958
Total AUM
$240.5M
Employees
3
Clients
887

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
660 MAIN STREET
UNIT C-3
EAST GREENWICH
RI 02818
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
401-885-7300

ReceiptFinancials

Total AUM
$240.5M
Accounts
887
Discretionary
$240.5M
Accounts
887
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
462
AUM
$65.9M
HNW Individual Clients
409
AUM
$171.8M
Other Clients
16
AUM
$2.8M
Description of Other Clients
MANAGED VARIABLE ANNUITY PROGRAMS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANYRI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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