Forsyth Wealth Management, Inc.
Forsyth Wealth Management, Inc. (CRD# 140225) is a financial advisory firm headquartered in Vernon, NJ. They manage $1,400,639 in 21 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Forsyth Wealth Management, Inc.
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts21ACCOUNTS
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Average Account Value$66,697
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, VA
Financial Advisors at Forsyth Wealth Management, Inc.
1
James Lavorgna (CRD# 702472) is an Investment Advisor Representative working at Forsyth Wealth Management, Inc. in Martinsville, VA and has over 44 years of experience in the finance industry.
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