CRD: 328358
Forsythia Financial
$527.4K Total AUM
$527.4K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-16-2023
- Office Locations
- 1
Office Locations
7457 Franklin Road Suite 200 Bloomfield Hills MI
About Forsythia Financial
Forsythia Financial is a Bloomfield Hills-based RIA. The firm has been operating for 2 years. Managing $527.4K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$527.4K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
Devin W Bone
MANAGING DIRECTOR
- CRD
- #7689676
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $527,419 | -- |
| Non-Discretionary | $0 | -- |
| Total | $527,419 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing