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Building 2AFT, FORSYTH & SOBER, LLC

Map pinVALRICO, FL
Phone813-684-9218
NotebookSEC #801-76925
Total AUM
$368.5M
Employees
2
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4355 LYNX PAW TRAIL
VALRICO
FL 33596
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
813-684-9218

ReceiptFinancials

Total AUM
$368.5M
Accounts
26
Discretionary
$39.6M
Accounts
22
Non-Discretionary
$328.9M
Accounts
4

ContactClients

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HNW Individual Clients
6
AUM
$217M
Charitable Organization Clients
1
AUM
$145.4M
Corporation or Business Clients
1
AUM
$6.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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