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 $3,815,531,740 in 594 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,816
    MILLION
  • Total Number of Accounts
    594
    ACCOUNTS
  • Average Account Value
    $6,423,454
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, TX

Financial Advisors at Forbes Family Trust, Lgl Partners, Llc (relying Adviser)
Showing 1 - 3 of 3 top financial advisors.
1
Lorraine M. Dunn
CRD#: 4876943
One Tower Bridge, 100 Front Street, Suite 1300, West Conshohocken, PA 19428
93
Wealthminder
score

Lorraine Dunn (CRD# 4876943) is an Investment Advisor Representative working at Forbes Family Trust, Lgl Partners, Llc (relying Adviser) in West Conshohocken, PA and has over 12 years of experience in the finance industry.

2
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.

3
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 8 years of experience in the finance industry.

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