J.M. FORBES & CO. LLP

121 Mount Vernon Street
Boston, Massachusetts 02108
Tel: 617-423-5705

About J.M. FORBES & CO. LLP

JM FORBES & CO LLP, formally registered with the SEC as JM FORBES & CO LLP. The firm was established in 05/06/1960. They have over 1 offices throughout the country.

J.M. FORBES & CO. LLP is a Boston, Massachusetts based Financial Planning firm with nearly $1,193,376,004 assets under management, offering retirement planning & investment advisory services to 963 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107422
SEC#	801-2252
Assets Managed by Firm	$1,193,376,004
No. of Clients	963
No. of Advisors	20

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	963	$1,193,376,004
Individuals (other than high net worth individuals)	656	$173,228,902
High net worth individuals	279	$899,710,756
Pension and profit sharing plans	4	$2,342,805
Charitable organizations	16	$84,014,904
Corporations or other businesses	8	$34,078,637

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