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J.M. FORBES & CO. LLP
CRD 107422 · SEC 801-2252
121 MOUNT VERNON STREET, BOSTON, MA, 02108, United States
Phone
617-423-5705
Fax
617-423-6656
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.67B
Discretionary AUM
$1.67B
Team
21 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 685 | $183.9M |
| High net worth individuals | 356 | $1.31B |
| Pension/profit sharing plans | 4 | $10.1M |
| Charitable organizations | 21 | $114.4M |
| Corporations/business entities | 10 | $52.8M |
States served
VT, CA, CO, ME, MA, MT, NY, OR, RI, VA, WY, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD