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FORBES FINANCIAL PLANNING, INC.
Tel: 401-885-7300
660 Main Street Unit C-3
East Greenwich, Rhode Island 02818
FORBES FINANCIAL PLANNING, INC.
FORBES FINANCIAL PLANNING, INC. is a East Greenwich, Rhode Island based financial advisory firm with nearly $176,148,324 in assets under management and provides investment advisory services for 851 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
143912
SEC#:
801-117958
No. of Clients:
851
Assets under Management
$176,148,324
No. of Advisors:
4
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