J.M. FORBES & CO. LLP
CRD #107422 SEC #801-2252 BOSTON, MA 617-423-5705
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
20
Clients
0
Accounts
1,021
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.4B | $1.7M | 20 | 0 |
| Mar 2024 | $1.2B | $1.2B | $1.5M | 20 | 0 |
| Mar 2023 | $1B | $1B | $1.4M | 19 | 0 |
| Apr 2022 | $1.2B | $1.2B | $1.7M | 19 | 0 |
| Apr 2022 | $1.2B | $1.2B | $1.7M | 19 | 0 |
| Apr 2022 | $1.2B | $1.2B | $1.7M | 19 | 0 |
| Mar 2022 | $1.2B | $1.2B | $1.7M | 19 | 0 |
| Mar 2021 | $1B | $1B | $1.1M | 18 | 0 |
| Mar 2021 | $1B | $1B | $1.1M | 18 | 0 |
| Jul 2020 | $990.4M | $989.5M | $905.6K | 18 | 0 |
| Jun 2020 | $990.4M | $989.5M | $905.6K | 18 | 0 |
| Mar 2020 | $990.4M | $989.5M | $905.6K | 18 | 0 |
| Mar 2019 | $709.7M | $697.6M | $12.1M | 18 | 0 |
| Mar 2018 | $720.7M | $708.6M | $12.1M | 18 | 0 |
| Mar 2017 | $654.8M | $654.1M | $681.5K | 19 | 800 |
| Mar 2016 | $620.3M | $619.7M | $647.1K | 19 | 800 |
| Mar 2015 | $617.9M | $617.3M | $661.7K | 19 | 800 |
| Jan 2015 | $588.2M | $587.5M | $648.4K | 18 | 800 |
| Dec 2014 | $588.2M | $587.5M | $648.4K | 18 | 800 |
| Mar 2014 | $588.2M | $587.5M | $648.4K | 18 | 800 |
| Mar 2013 | $509.4M | $508.9M | $512.5K | 17 | 700 |
| Mar 2013 | $509.4M | $508.9M | $512.5K | 17 | 700 |
| Mar 2012 | $472.1M | $471.6M | $482.7K | 11 | 700 |
| Apr 2011 | $478.7M | $478.2M | $466.8K | -- | -- |
| Jan 2011 | $459.4M | $458.9M | $452.4K | -- | -- |
| Nov 2010 | $459.4M | $458.9M | $452.4K | -- | -- |
| Jul 2009 | $404M | $403.6M | $429.2K | -- | -- |
| Mar 2008 | $497.6M | $497M | $551.1K | -- | -- |
| Nov 2007 | $513.7M | $510.8M | $2.9M | -- | -- |
| Aug 2007 | $513.7M | $510.8M | $2.9M | -- | -- |
| Mar 2007 | $513.7M | $510.8M | $2.9M | -- | -- |
| Dec 2006 | $528.3M | $528.3M | $0 | -- | -- |
| Mar 2006 | $528.3M | $528.3M | $0 | -- | -- |
| Sep 2005 | $550.6M | $550.6M | $0 | -- | -- |
| Mar 2004 | $548.2M | $548.2M | $0 | 10 | -- |
| Mar 2002 | $599.1M | $598.8M | $369.2K | -- | -- |
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.7M
Employees20
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$1.5M
Employees20
Clients0
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$1.4M
Employees19
Clients0
DateApr 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$1.7M
Employees19
Clients0
DateApr 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$1.7M
Employees19
Clients0
DateApr 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$1.7M
Employees19
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$1.7M
Employees19
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$1.1M
Employees18
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$1.1M
Employees18
Clients0
DateJul 2020
Total AUM$990.4M
Discretionary$989.5M
Non-Disc.$905.6K
Employees18
Clients0
DateJun 2020
Total AUM$990.4M
Discretionary$989.5M
Non-Disc.$905.6K
Employees18
Clients0
DateMar 2020
Total AUM$990.4M
Discretionary$989.5M
Non-Disc.$905.6K
Employees18
Clients0
DateMar 2019
Total AUM$709.7M
Discretionary$697.6M
Non-Disc.$12.1M
Employees18
Clients0
DateMar 2018
Total AUM$720.7M
Discretionary$708.6M
Non-Disc.$12.1M
Employees18
Clients0
DateMar 2017
Total AUM$654.8M
Discretionary$654.1M
Non-Disc.$681.5K
Employees19
Clients800
DateMar 2016
Total AUM$620.3M
Discretionary$619.7M
Non-Disc.$647.1K
Employees19
Clients800
DateMar 2015
Total AUM$617.9M
Discretionary$617.3M
Non-Disc.$661.7K
Employees19
Clients800
DateJan 2015
Total AUM$588.2M
Discretionary$587.5M
Non-Disc.$648.4K
Employees18
Clients800
DateDec 2014
Total AUM$588.2M
Discretionary$587.5M
Non-Disc.$648.4K
Employees18
Clients800
DateMar 2014
Total AUM$588.2M
Discretionary$587.5M
Non-Disc.$648.4K
Employees18
Clients800
DateMar 2013
Total AUM$509.4M
Discretionary$508.9M
Non-Disc.$512.5K
Employees17
Clients700
DateMar 2013
Total AUM$509.4M
Discretionary$508.9M
Non-Disc.$512.5K
Employees17
Clients700
DateMar 2012
Total AUM$472.1M
Discretionary$471.6M
Non-Disc.$482.7K
Employees11
Clients700
DateApr 2011
Total AUM$478.7M
Discretionary$478.2M
Non-Disc.$466.8K
Employees--
Clients--
DateJan 2011
Total AUM$459.4M
Discretionary$458.9M
Non-Disc.$452.4K
Employees--
Clients--
DateNov 2010
Total AUM$459.4M
Discretionary$458.9M
Non-Disc.$452.4K
Employees--
Clients--
DateJul 2009
Total AUM$404M
Discretionary$403.6M
Non-Disc.$429.2K
Employees--
Clients--
DateMar 2008
Total AUM$497.6M
Discretionary$497M
Non-Disc.$551.1K
Employees--
Clients--
DateNov 2007
Total AUM$513.7M
Discretionary$510.8M
Non-Disc.$2.9M
Employees--
Clients--
DateAug 2007
Total AUM$513.7M
Discretionary$510.8M
Non-Disc.$2.9M
Employees--
Clients--
DateMar 2007
Total AUM$513.7M
Discretionary$510.8M
Non-Disc.$2.9M
Employees--
Clients--
DateDec 2006
Total AUM$528.3M
Discretionary$528.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$528.3M
Discretionary$528.3M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$550.6M
Discretionary$550.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$548.2M
Discretionary$548.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$599.1M
Discretionary$598.8M
Non-Disc.$369.2K
Employees--
Clients--