Bracken
Hendricks
J.M. Forbes & Co. Llp
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About this Advisor
Bracken Hendricks is a financial advisor based out of Boston, Massachusetts who has 1 year of industry experience. Hendricks works at J.M. Forbes & Co. Llp. During their career, the advisor has held roles at Urban Ingenuity, J.M. Forbes & Co. Llp and Center For American Progress. Hendricks maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Massachusetts. J.M. Forbes & Co. Llp is an advisory firm that has its headquarters in Boston, MA. It has $1 billion in assets under management among its 932 customer accounts, placing it among the larger firms in the United States by assets under management. The firm advises 15 charities and foundations. Of its 932 customer accounts, 26% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees largely depend on which services are provided. However, fees billed by J.M. Forbes & Co. Llp most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J.M. Forbes & Co. Llp Brokerage Details
$1,021,563,911
19
932
$1,096,099
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Bracken Hendricks Work History
Bracken has been registered as a financial advisor for 1 years.*
J.M. Forbes & Co. Llp
Urban Ingenuity
Center For American Progress
*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 Bracken Hendricks 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 J.M. Forbes & Co. Llp
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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