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Home > Retirement Planners > florida > valrico > AFT, FORSYTH & SOBER, LLC
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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