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Aft, Forsyth & Sober, LLC

● SEC registered since 2012CRD 162858SEC# 801-76925Valrico, FL
Export (members)
Reg. AUM
$323.5M
Employees
2
Accounts
24
Location
Valrico, FL

Aft, Forsyth & Sober, LLC assets under management

Aft, Forsyth & Sober, LLC operates as an SEC-registered investment adviser based in Valrico, FL. The firm has been registered since 2012. It reports $323.5 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Aft, Forsyth & Sober, LLC owners & executives

3 reported
NameTitleOwnershipSince
Charles Townsend Sober ControlPresident/Principal/Managing MemberOver 75%2012
Janet Groves Sober ControlOwner/Member25-50%2012
Larry Norman Aft ControlMember/Chief Compliance OfficerUnder 5%2012

Frequently asked questions

How much does Aft, Forsyth & Sober, LLC manage?

Aft, Forsyth & Sober, LLC reports $323.5 million in regulatory assets under management on its Form ADV.

How many employees does Aft, Forsyth & Sober, LLC have?

Aft, Forsyth & Sober, LLC reports 2 employees.

Where is Aft, Forsyth & Sober, LLC located?

Aft, Forsyth & Sober, LLC is based in Valrico, FL and has been SEC-registered since 2012.

Does Aft, Forsyth & Sober, LLC disclose fund performance?

Aft, Forsyth & Sober, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4355 Lynx Paw Trail, Valrico, FL 33596
Phone813-684-9218
Fax813-684-9274
Office hours8:00 a.m. To 4:30 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1569656
Discloses disciplinary historyNo

Assets under management

Discretionary$27.5M
Non-discretionary$296M
Total (RAUM)$323.5M