AFT Forsyth and Company Inc

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Assets, Funds, Holdings

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AFT Forsyth and Company Inc
CRD #137404
SEC #801-64757
CIK #0001512073
AUM $184.9 MM (2024-03-20)
Employees 2 (100% Investors, 0% Brokers)
Phone561-296-6680
Address777 S Flagler Dr
West Palm Beach, FL 33401
Source [IAPD] [EDGAR]
Total AUM ($MM)
70056042028014002003201020172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 39.4
MSFT 1,918,222.4 8.9
AAPL 2,382,844.0 8.6
LLY 301,789.7 6.4
AMZN 1,092,997.8 5.6
MA 309,583.1 4.7
V 419,260.5 4.4
ISRG 72,505.6 4.1
NOW 94,905.7 3.4
GOOGL 1,475,138.5 3.2
View All
Holdings by Sector ($MM)
3502802101407002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 30 9.0
(b) Individuals (high net worth individuals) 65 175.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 194 184.9
By Discretionary
Discretionary 194 184.9
Non-Discretionary 0 0.0
Total 194 184.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 184.9
Total 194 184.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001512073]
Comparable Firms State AUM ($BB)
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PA 0.2
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IN 0.2
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VA 0.2
FF Advisors LLC
CA 0.2
Patrick M Sweeney & Associates Inc
IL 0.2
Parrott Wealth Management LLC
TX 0.2
Trustwell Financial Advisors LLC
FL 0.2
Hoffman Alan Nathan
MA 0.2
New River Financial Group LLC
VA 0.2
Strategic Planning Group Inc
MA 0.2
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