AFT, FORSYTH AND COMPANY, INC.
Firm details
- Headquarters
- JUPITER, Florida
- CRD number
- 137404
- Registered since
- September 29, 2005
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.51%
- Individuals4.49%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Aft, Forsyth And Company, Inc. is a privately owned corporate RIA that has been SEC-registered since 2005. The firm provides portfolio management primarily for individuals and small businesses and charges fees as a percentage of assets under management. Its client base is concentrated on individual and family clients rather than institutional or pensions. The adviser is not identified as a multi-state adviser, does not self-describe as an active ESG investor, and is not positioned as a capital allocator to outside managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities74%
- Public Funds/Mutual Funds22%
- US Government Bonds4%
Contacts
3 of 3CHARLES SOBER
PresidentCRD 2386723
JOSEPH FORSYTH
FounderCRD 2580250
LARRY AFT
PresidentCRD 1747537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$52.3M in ETFs
93%
$48.5M
6%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES EXPANDED TECH SECTOR ETF (IGM) | BlackRock | Passive | Technology | $6.2M | 52,508 | 11.89% |
Location
JUPITER, FL
PALM BEACH
Location
JUPITER, FL
Headquartered in JUPITER, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 4171 Main St
- Time zone
- ET (UTC-5)
- Office locations
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