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Trevor Malpas Forbes

RENAISSANCE INVESTMENT GROUP, LLC·LENOX, Massachusetts
Unclaimed Profile
45 WALKER STREET, LENOX, MA 01240CRD# 5994373Firm CRD# 153679
01

About

Trevor Malpas Forbes is a registered financial advisor based in LENOX, Massachusetts, affiliated with RENAISSANCE INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RENAISSANCE INVESTMENT GROUP, LLC
RENAISSANCE INVESTMENT GROUP, LLC
AUM
$558M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at RENAISSANCE INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5994373
Firm CRD# 153679
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Trevor Malpas Forbes offer?
Trevor Malpas Forbes specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LENOX, Massachusetts for a consultation.
What are Trevor Malpas Forbes's credentials?
Trevor Malpas Forbes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevor Malpas Forbes located?
Trevor Malpas Forbes is based in LENOX, Massachusetts, working with RENAISSANCE INVESTMENT GROUP, LLC. Their office serves clients in the LENOX metropolitan area and surrounding communities.
How does Trevor Malpas Forbes charge for services?
Trevor Malpas Forbes'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 RENAISSANCE INVESTMENT GROUP, LLC?
RENAISSANCE INVESTMENT GROUP, LLC has approximately 9 employees and manages $558M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LENOX
Barry Martin Wesson — ARC INVESTMENT PLANNING & MANAGEMENT INCThomas Edward Malinowski — RENAISSANCE INVESTMENT GROUP, LLCPaula Mary Hilchey — RENAISSANCE INVESTMENT GROUP, LLCRichard M Marotta — RENAISSANCE INVESTMENT GROUP, LLCLori Jeanne Killeen — RENAISSANCE INVESTMENT GROUP, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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