Forbes Family Trust
Forbes Family Trust (CRD# 151225) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $1,312,898,865 in 159 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management1,313MILLION
Total Number of Accounts159ACCOUNTS
Average Account Value$8,257,226
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NY, PA
Felitsa Kapsas (CRD# 4433260) is an Investment Advisor Representative working at Forbes Family Trust in West Conshohocken, PA and has over 11 years of experience in the finance industry.