Larry
Aft

Aft, Forsyth And Company, Inc

CRD#1747537
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Larry Aft is a chartered financial analyst operating out of West Palm Beach, Florida with 18 years of industry experience. Aft is an employee of Aft, Forsyth And Company, Inc. Their career trajectory has included roles at Aft, Forsyth And Company, Inc and Aft, Forsyth & Sober, LLC. Aft maintains a Series 63 license, qualifying them as a securities agent, and is registered to work in Florida. Aft, Forsyth And Company, Inc is a financial advisory firm operating out of West Palm Beach, FL. It controls $148 million in assets under management between its 186 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 186 accounts, 75% are held by high-net-worth clients who have at least $1 million in investable assets. Aft, Forsyth And Company, Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which service is offered. However, fee types billed by Aft, Forsyth And Company, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

18 years

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

$147,847,107

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

2

FL Average: 62
Total Number of Accounts

186

FL Average: 2,474
Average Account Size

$794,877

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Larry Aft Work History

Larry has been registered as a financial advisor for 18 years.*

2012 - Present (12 years)

Aft, Forsyth & Sober, LLC

2005 - Present (19 years)

Aft, Forsyth And Company, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Larry Aft 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
Joseph Forsyth
West Palm Beach, FL
Larry Aft
West Palm Beach, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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