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 an independent registered investment adviser organized as a corporation and SEC-registered since 2005. The firm is individually owned and focuses on portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. Its client base is primarily individual and family households. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not serve in a pension consultant role.
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 55Active vs passive
$53.2M in ETFs
92%
$48.9M
7%
$4.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES EXPANDED TECH SECTOR ETF (IGM) | BlackRock | Passive | Technology | $8.4M | 51,531 | 15.85% |
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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