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 financial advisor based in West Palm Beach, Florida, working with Aft, Forsyth And Company, Inc. Larry has previously held positions at Aft, Forsyth And Company, Inc and Aft, Forsyth & Sober, LLC. Larry has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Larry 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, Chartered Financial Analyst

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

Larry Aft Work History

2012 - Present (12 years)

Aft, Forsyth & Sober, LLC

2005 - Present (19 years)

Aft, Forsyth And Company, Inc

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

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