|
⚲
|
| Keyboard |
| Forness Financial LLC
✚
|
|
|---|---|
| CRD # | 172473 |
| SEC # | 801-112637 |
| CIK # | |
| AUM | 202.8 M (2026-02-06) |
| 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) | 150 | 63.9 |
| (b) Individuals (high net worth individuals) | 77 | 138.8 |
| (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 | 680 | 202.8 |
| By Discretionary | ||
| Discretionary | 680 | 202.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 680 | 202.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.8 | |
| Total | 680 | 202.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Moler Capital Management LLC
✚
|
203.8 M | |
|
Up North Financial LLC
✚
|
MI | 203.8 M |
|
Element Squared LLC
✚
|
MN | 203.5 M |
|
Kahala Financial Advisors LLC
✚
|
HI | 203.4 M |
|
NHWM LLC
✚
|
NJ | 203.3 M |
|
Campbell Financial Partners LLC
✚
|
FL | 202.7 M |
|
Kowalski Financial Inc
✚
|
MN | 202.0 M |
|
Portage Wealth Inc
✚
|
202.0 M | |
|
Blong Financial LLC
✚
|
TN | 202.0 M |
|
Great River Financial LLC
✚
|
MN | 201.9 M |