Forbes Family Trust, Lgl Partners, Llc (relying Adviser)

Forbes Family Trust, Lgl Partners, Llc (relying Adviser) (CRD# 151225) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $2,231,509,424 in 25 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,232
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $89,260,377
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, PA

Financial Advisors at Forbes Family Trust, Lgl Partners, Llc (relying Adviser)
Showing 1 - 2 of 2 top financial advisors.
1
Paul S. Gregorchuk
CRD#: 2526437
One Tower Bridge, 100 Front Street, Suite 1300, West Conshohocken, PA 19428
93
Wealthminder
score

Paul Gregorchuk (CRD# 2526437) is an Investment Advisor Representative working at Forbes Family Trust, Lgl Partners, Llc (relying Adviser) in West Conshohocken, PA and has over 23 years of experience in the finance industry.

2
Felitsa Kapsas
CRD#: 4433260
One Tower Bridge, 100 Front Street, Suite 1300, West Conshohocken, PA 19428
93
Wealthminder
score

Felitsa Kapsas (CRD# 4433260) is an Investment Advisor Representative working at Forbes Family Trust, Lgl Partners, Llc (relying Adviser) in West Conshohocken, PA and has over 9 years of experience in the finance industry.

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