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AFT Forsyth and Company Inc
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CRD # | 137404 |
SEC # | 801-64757 |
CIK # | 0001512073 |
AUM | $184.9 MM (2024-03-20) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 561-296-6680 |
Address | 777 S Flagler Dr West Palm Beach, FL 33401 |
Source | [IAPD] [EDGAR] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001512073] |
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CHB Investment Group LLC
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|
PA | 0.2 |
Asset Management Strategies Inc
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IN | 0.2 |
Alpha Advisors LLC
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VA | 0.2 |
FF Advisors LLC
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|
CA | 0.2 |
Patrick M Sweeney & Associates Inc
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IL | 0.2 |
Parrott Wealth Management LLC
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|
TX | 0.2 |
Trustwell Financial Advisors LLC
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|
FL | 0.2 |
Hoffman Alan Nathan
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|
MA | 0.2 |
New River Financial Group LLC
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|
VA | 0.2 |
Strategic Planning Group Inc
✚
|
MA | 0.2 |