Forma Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 330194
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.3%
- Individuals18.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Forma Financial Planning is an independent, privately owned registered investment adviser organized as an LLC. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, charging clients a percentage of assets under management. Forma does not position itself as a capital allocator or pension consultant, does not identify as an ESG-focused manager, and is not described as a multi-state or newly formed adviser.
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
- Public Funds/Mutual Funds87%
- Exchange Traded Equities10%
- State & Local Bonds1%
- Private Funds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
David Bartoski
Founder, Managing PrincipalCRD 4910499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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