DONOGHUE FORLINES LLC

125 High Street
Suite 220
Boston, Massachusetts 02110
Tel: 800.642.4276

About DONOGHUE FORLINES LLC

DONOGHUE FORLINES LLC, formally registered with the SEC as DONOGHUE FORLINES LLC. The firm was established in 11/09/2016. They have over 1 offices throughout the country.

DONOGHUE FORLINES LLC is a Boston, Massachusetts based Financial Planning firm with nearly $376,099,956 assets under management, offering retirement planning & investment advisory services to 29 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285403
SEC#	801-108564
Assets Managed by Firm	$376,099,956
No. of Clients	29
No. of Advisors	8

Fee Structure

A percentage of AUM
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Market timing services
Other (PROVISION OF MODEL PORTFOLIOS AND RELATED TRADING SIGNALS)

Firm Client Information

	No. of Clients	AUM
Firm Total	29	$376,099,956
Individuals (other than high net worth individuals)	6	$1,041,863
Pension and profit sharing plans	Fewer than 5 clients	$1,241,118
Corporations or other businesses	Fewer than 5 clients	$471,948

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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