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Building 2J.M. FORBES & CO. LLP

Map pinBOSTON, MA
Phone617-423-5705
NotebookSEC #801-2252
Total AUM
$1.7B
Employees
21
Clients
1,076

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 MOUNT VERNON STREET
BOSTON
MA 02108
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
617-423-5705

ReceiptFinancials

Total AUM
$1.7B
Accounts
1,076
Discretionary
$1.7B
Accounts
1,074
Non-Discretionary
$1.9M
Accounts
2

ContactClients

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Individual Clients
685
AUM
$183.9M
HNW Individual Clients
356
AUM
$1.3B
Pension/Profit Sharing Plan Clients
4
AUM
$10.1M
Charitable Organization Clients
21
AUM
$114.4M
Corporation or Business Clients
10
AUM
$52.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMAMEMTNHNYORRITXVAVTWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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