Forbes Financial Planning, Inc.
● SEC registered since 2020CRD 143912SEC# 801-117958East Greenwich, RI
Reg. AUM
$240.5M
Employees
3
Accounts
887
Location
East Greenwich, RI
Forbes Financial Planning, Inc. assets under management
Forbes Financial Planning, Inc. is an SEC-registered investment adviser based in East Greenwich, RI. The firm has been registered since 2020. It reports $240.5 million in regulatory assets under management and employs 3 people.
Forbes Financial Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Patrick Forbes Control | President/Cco | Over 75% | 2007 |
Frequently asked questions
How much does Forbes Financial Planning, Inc. manage?
Forbes Financial Planning, Inc. reports $240.5 million in regulatory assets under management on its Form ADV.
How many employees does Forbes Financial Planning, Inc. have?
Forbes Financial Planning, Inc. reports 3 employees.
Where is Forbes Financial Planning, Inc. located?
Forbes Financial Planning, Inc. is based in East Greenwich, RI and has been SEC-registered since 2020.
Does Forbes Financial Planning, Inc. disclose fund performance?
Forbes Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 660 Main Street, Unit C-3, East Greenwich, RI 02818 |
| Phone | 401-885-7300 |
| Fax | 401-283-8362 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$240.5M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$240.5Mregulatory AUM
Discretionary $240.5M