1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AFT, FORSYTH AND COMPANY, INC.

Map pinJUPITER, FL
Phone561-296-6680
NotebookSEC #801-64757
Total AUM
$258.6M
Employees
2
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4171 MAIN STREET
JUPITER
FL 33458
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
561-296-6680

ReceiptFinancials

Total AUM
$258.6M
Accounts
176
Discretionary
$258.6M
Accounts
176
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
31
AUM
$11.6M
HNW Individual Clients
40
AUM
$247M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

View all affiliates →

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

Feature requires an account