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Forbes J M & Co (Boston)


Forbes J M & Co is a large advisory firm based in Boston. It manages $513.71 million of regulatory assets for 714 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Maine, Massachusetts, and 6 other states.




Forbes J M & provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Forbes J M &: assets under management

The assets under management (AUM) of Forbes J M & Co is $513.71 million. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $510.81 million in discretionary accounts and $2.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $717.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.45 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Forbes J M & Co for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Forbes J M & Co performs its advisory services is located at 3 Post Office Square, Boston, MA 02109 3903, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-423-5705 or by fax 617-423-6656. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday.


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