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Building 2J.A. FORLINES, LLC

Map pinLOCUST VALLEY, NY
Phone516-609-3370
NotebookSEC #801-70229
Total AUM
$560.6M
Employees
10
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
63 FOREST AVE, SUITE 1
LOCUST VALLEY
NY 11560
United States
Operating Hours
8:00 AM-6:00 PM
Monday - Friday
Phone
516-609-3370

ReceiptFinancials

Total AUM
$560.6M
Accounts
1,932
Discretionary
$295.4M
Accounts
581
Non-Discretionary
$265.3M
Accounts
1,351

ContactClients

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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