Donoghue Forlines LLC
Donoghue Forlines LLC (CRD# 285403) is a financial advisory firm headquartered in Boston, MA. They manage $376,099,956 in 29 accounts and serve the financial needs of clients across 51 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management376MILLION
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Total Number of Accounts29ACCOUNTS
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Average Account Value$12,968,964
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Financial Advisors at Donoghue Forlines LLC
1
Jeffrey Thompson (CRD# 2252470) is an Investment Advisor Representative working at Donoghue Forlines LLC in Boston, MA and has over 27 years of experience in the finance industry.
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