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Forbes Financial Planning, Inc.

● SEC registered since 2020CRD 143912SEC# 801-117958East Greenwich, RI
Export (members)
Reg. AUM
$195.5M
Employees
3
Accounts
867
Location
East Greenwich, RI

Forbes Financial Planning, Inc. assets under management

Forbes Financial Planning, Inc. is an SEC-registered investment adviser based in East Greenwich, RI. The firm has been registered since 2020. It reports $195.5 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/forbes-financial-planning-incView on SEC.gov ↗

Forbes Financial Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Daniel Patrick Forbes ControlPresident/CcoOver 75%2007

Frequently asked questions

How much does Forbes Financial Planning, Inc. manage?

Forbes Financial Planning, Inc. reports $195.5 million in regulatory assets under management on its Form ADV.

How many employees does Forbes Financial Planning, Inc. have?

Forbes Financial Planning, Inc. reports 3 employees.

Where is Forbes Financial Planning, Inc. located?

Forbes Financial Planning, Inc. is based in East Greenwich, RI and has been SEC-registered since 2020.

Does Forbes Financial Planning, Inc. disclose fund performance?

Forbes Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address660 Main Street, Unit C-3, East Greenwich, RI 02818
Phone401-885-7300
Fax401-283-8362
Office hours9a.m. To 5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$195.5M
Non-discretionary$0
Total (RAUM)$195.5M