Forsythe Wealth Management, Inc.
Forsythe Wealth Management, Inc. (CRD# 293152) is a financial advisory firm headquartered in Crown Point, IN. They manage $53,751,900 in 237 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Forsythe Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management54MILLION
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Total Number of Accounts237ACCOUNTS
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Average Account Value$226,801
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL, IN
Financial Advisors at Forsythe Wealth Management, Inc.
1
Gregory Forsythe (CRD# 4213194) is an Investment Advisor Representative working at Forsythe Wealth Management, Inc. in Crown Point, IN and has 1 year of experience in the finance industry.
2
Ryan Forsythe (CRD# 6925496) is an Investment Advisor Representative working at Forsythe Wealth Management, Inc. in Crown Point, IN and has over 6 years of experience in the finance industry.
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