Forbes Investment Management

Forbes Investment Management (CRD# 281210) is a financial advisory firm headquartered in Santa Monica, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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.

CA

Financial Advisors at Forbes Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas F. Henry
CRD#: 5822083
429 Santa Monica Blvd., Suite 320, Santa Monica, CA 90401
90
Wealthminder
score

Nicholas Henry (CRD# 5822083) is an Investment Advisor Representative working at Forbes Investment Management in Santa Monica, CA and has 1 year of experience in the finance industry.

2
Scott A. Wilson
CRD#: 6544882
429 Santa Monica Blvd., Suite 320, Santa Monica, CA 90401
87
Wealthminder
score

Scott Wilson (CRD# 6544882) is an Investment Advisor Representative working at Forbes Investment Management in Santa Monica, CA and has 1 year of experience in the finance industry.

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