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| Happy Holidays!! thanks for using AUM13F!! |
| Forness Financial LLC
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|---|---|
| CRD # | 172473 |
| SEC # | 801-112637 |
| CIK # | |
| AUM | $176.2 M (2025-01-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 781-400-2604 |
| Address | 105 Chestnut Street Needham, MA 02492 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 70.6 |
| (b) Individuals (high net worth individuals) | 67 | 105.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 681 | 176.2 |
| By Discretionary | ||
| Discretionary | 681 | 176.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 681 | 176.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.2 | |
| Total | 681 | 176.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bluestone Financial Advisors LLC
✚
|
MD | 0.2 |
|
Safir Wealth Advisors LLC
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|
0.2 | |
|
Redwood Investment Group Inc
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CA | 0.2 |
|
Heritage Wealth Partners LLC
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OH | 0.2 |
|
Campbell Financial Partners LLC
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FL | 0.2 |
|
Intrinsic Value Partners LLC
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|
AZ | 0.2 |
|
Chronos Capital Advisors LLC
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|
FL | 0.2 |
|
Retirement Wealth Solutions LLC
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|
WI | 0.2 |
|
Kowalski Financial Inc
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|
MN | 0.2 |
|
Bradyco Inc
✚
|
0.2 |