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FORNESS FINANCIAL LLC
CRD 172473 · SEC 801-112637
105 CHESTNUT STREET, SUITE 37, NEEDHAM, MA, 02492, United States
Phone
(781) 400-2604
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$202.8M
Discretionary AUM
$202.8M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $63.9M |
| High net worth individuals | 77 | $138.8M |
States served
MA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD