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).

By the Numbers
  • Total Assets Under Management
    1,313
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $8,257,226
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
Showing 1 - 1 of 1 top financial advisors.
1
Felitsa Kapsas
CRD#: 4433260
One Tower Bridge, 100 Front Street, Suite 1300, West Conshohocken, PA 19428

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.

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