J.M. FORBES & CO. LLP
SEC Form ADV profile.
Total regulatory AUM
$1,674,306,720
Discretionary
$1,672,376,430
Non-discretionary
$1,930,290
Firm details
- CRD number
- 107422
- SEC file number
- 801-2252
- Main office
- BOSTON, MA, United States
- Employees
- 21
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.