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Charles Townsend Sober

AFT, FORSYTH & SOBER, LLC·VALRICO, Florida
Unclaimed Profile
4355 LYNX PAW TRAIL, VALRICO, FL 33596CRD# 2386723Firm CRD# 162858
01

About

Charles Townsend Sober is a registered financial advisor based in VALRICO, Florida, affiliated with AFT, FORSYTH & SOBER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
AFT, FORSYTH & SOBER, LLC
AFT, FORSYTH & SOBER, LLC
AUM
$282M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at AFT, FORSYTH & SOBER, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2386723
Firm CRD# 162858
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Townsend Sober offer?
Charles Townsend Sober specializes in Investment Management, Fee-Only Advisory. Contact their office in VALRICO, Florida for a consultation.
What are Charles Townsend Sober's credentials?
Charles Townsend Sober is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Townsend Sober located?
Charles Townsend Sober is based in VALRICO, Florida, working with AFT, FORSYTH & SOBER, LLC. Their office serves clients in the VALRICO metropolitan area and surrounding communities.
How does Charles Townsend Sober charge for services?
Charles Townsend Sober's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFT, FORSYTH & SOBER, LLC?
AFT, FORSYTH & SOBER, LLC has approximately 2 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VALRICO
James S Lockhart — LOCKHART CAPITAL LLCJanet Groves Sober — AFT, FORSYTH & SOBER, LLC
Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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