FORMAN CAPITAL, LLC

BOYNTON BEACH, Florida·2 registered advisors·CRD# 329537
SEC# 801-1295050561-588-0132
01

Firm Overview

AUM
$124M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: ORIGINATION, SERVICE, EXIT, MODIFICATION, EXTENSION
03

Specialties

Retirement Planning
04

Advisors at FORMAN CAPITAL, LLC

2 registered advisors
Benjamin C Jacobson
BOYNTON BEACH, Florida
Brett Forman
BOYNTON BEACH, Florida
05

Office Locations

BOYNTON BEACH, Florida
2 advisors

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Data sourced from SEC Form ADV filings. FORMAN CAPITAL, LLC (CRD# 329537) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.