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Robert Philip Forlenza

SPRING LAKE EQUITY GP LLC·BOSTON, Massachusetts
Unclaimed Profile
200 STATE STREET, BOSTON, MA 02109CRD# 6027309Firm CRD# 167613
01

About

Robert Philip Forlenza is a registered financial advisor based in BOSTON, Massachusetts, affiliated with SPRING LAKE EQUITY GP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SPRING LAKE EQUITY GP LLC
SPRING LAKE EQUITY GP LLC
AUM
$302M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SPRING LAKE EQUITY GP LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Regulatory
SEC/IARD CRD# 6027309
Firm CRD# 167613
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Philip Forlenza offer?
Robert Philip Forlenza specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Robert Philip Forlenza's credentials?
Robert Philip Forlenza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Philip Forlenza located?
Robert Philip Forlenza is based in BOSTON, Massachusetts, working with SPRING LAKE EQUITY GP LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Robert Philip Forlenza charge for services?
Robert Philip Forlenza's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPRING LAKE EQUITY GP LLC?
SPRING LAKE EQUITY GP LLC has approximately 6 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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