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AFT, FORSYTH AND COMPANY, INC.
CRD 137404 · SEC 801-64757
4171 MAIN STREET, JUPITER, FL, 33458, United States
Phone
561-296-6680
Fax
561-296-6684
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.6M
Discretionary AUM
$258.6M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-15
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $11.6M |
| High net worth individuals | 40 | $247.0M |
States served
FL
Official SEC filing: View on IAPD