Joseph
Forsyth

Aft, Forsyth And Company, Inc

CRD#2580250
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Joseph Forsyth is a financial advisor based in West Palm Beach, Florida, working with Aft, Forsyth And Company, Inc. Joseph has previously held positions at Aft, Forsyth & Sober, LLC and Aft, Forsyth And Company, Inc. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Joseph is part of Aft, Forsyth And Company, Inc, which operates out of West Palm Beach, Florida. The firm has 2 employees and manages assets totaling $184.9 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Aft, Forsyth And Company, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

777 S. Flagler Dr. Suite 805 East Tower
West Palm Beach, FL 33401

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Aft, Forsyth And Company, Inc Brokerage Details

Total Assets Under Management

$184,904,309

FL Average: $1,855,561,029
Total Number of Employees

2

FL Average: 62
Total Number of Accounts

194

FL Average: 2,474
Average Account Size

$953,115

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Joseph Forsyth Work History

2012 - Present (13 years)

Aft, Forsyth & Sober, LLC

2005 - Present (20 years)

Aft, Forsyth And Company, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joseph Forsyth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aft, Forsyth And Company, Inc

Charles Sober
West Palm Beach, FL
Larry Aft
West Palm Beach, FL
Joseph Forsyth
West Palm Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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