Aft, Forsyth And Company, Inc. is a large advisory firm based in West Palm Beach. It manages $142.57 million of regulatory assets for 173 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.
Aft, Forsyth And Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aft, Forsyth And Company, Inc. is $142.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Aft, Forsyth And Company, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Larry Norman Aft is high net worth individuals with 41 clients and $134.67 million of assets under management. Among the 10 most similar advisory firms, Aft, Forsyth And Company has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $142.57 million for 75 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Aft, Forsyth And Company doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Larry Norman Aft has been acting as President since 1 Sep 2005. Joseph David Forsyth joined the executive team most recently as the Vice President/Chief Compliance Officer.
The principal office where Aft, Forsyth And Company, Inc. performs its advisory services is located at 777 S. Flagler Dr., West Palm Beach, FL 33401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-296-6680 or by fax 561-296-6684. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.