FORNESS FINANCIAL LLC

105 Chestnut Street
Suite 37
Needham, Massachusetts 02492
Tel: (781) 400-2604

About FORNESS FINANCIAL LLC

FORNESS FINANCIAL LLC, formally registered with the SEC as FORNESS FINANCIAL LLC. The firm was established in 03/16/2018. They have over 1 offices throughout the country.

FORNESS FINANCIAL LLC is a Needham, Massachusetts based Financial Planning firm with nearly $176,247,615 assets under management, offering retirement planning & investment advisory services to 681 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172473
SEC#	801-112637
Assets Managed by Firm	$176,247,615
No. of Clients	681
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	681	$176,247,615
Individuals (other than high net worth individuals)	160	$70,572,369
High net worth individuals	67	$105,675,246

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