AFT, FORSYTH AND COMPANY, INC.

777 S. Flagler Dr.
Suite 805 East Tower
West Palm Beach, Florida 33401
Tel: 561-296-6680

About AFT, FORSYTH AND COMPANY, INC.

AFT, FORSYTH AND COMPANY, INC, formally registered with the SEC as AFT, FORSYTH AND COMPANY, INC. The firm was established in 09/29/2005. They have over 1 offices throughout the country.

AFT, FORSYTH AND COMPANY, INC. is a West Palm Beach, Florida based Financial Planning firm with nearly $184,904,309 assets under management, offering retirement planning & investment advisory services to 194 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137404
SEC#	801-64757
Assets Managed by Firm	$184,904,309
No. of Clients	194
No. of Advisors	1

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	194	$184,904,309
Individuals (other than high net worth individuals)	30	$8,955,860
High net worth individuals	65	$175,948,449

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