AFT, FORSYTH & SOBER, LLC

4355 Lynx Paw Trail
Valrico, Florida 33596
Tel: 813-684-9218

About AFT, FORSYTH & SOBER, LLC

AFT, FORSYTH & SOBER, LLC, formally registered with the SEC as AFT, FORSYTH & SOBER, LLC. The firm was established in 07/31/2012. They have over 1 offices throughout the country.

AFT, FORSYTH & SOBER, LLC is a Valrico, Florida based Financial Planning firm with nearly $282,420,983 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162858
SEC#	801-76925
Assets Managed by Firm	$282,420,983
No. of Clients	9
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$282,420,983
High net worth individuals	7	$163,222,025
Charitable organizations	Fewer than 5 clients	$114,273,642
Corporations or other businesses	Fewer than 5 clients	$4,925,316

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