FORBES FINANCIAL PLANNING, INC.
CRD #143912 SEC #801-117958 EAST GREENWICH, RI 401-885-7300
SEC Registered
Total AUM
$195.5M
Discretionary
$195.5M
Employees
3
Clients
251
Accounts
867
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $195.5M | $195.5M | $0 | 3 | 6 |
| Mar 2024 | $176.1M | $176.1M | $0 | 4 | 7 |
| Mar 2023 | $151.7M | $151.7M | $0 | 4 | 8 |
| Mar 2022 | $165.6M | $161.5M | $4M | 2 | 0 |
| Aug 2021 | $143M | $143M | $0 | 2 | 0 |
| May 2021 | $143M | $143M | $0 | 2 | 0 |
| Mar 2021 | $143M | $143M | $0 | 2 | 0 |
| Sep 2020 | $124.3M | $124.3M | $0 | 2 | 0 |
| Jun 2020 | $124.3M | $124.3M | $0 | 2 | 0 |
| Feb 2020 | $124.3M | $124.3M | $0 | 2 | 0 |
| Jan 2020 | $124.3M | $124.3M | $0 | 2 | 0 |
| Dec 2019 | $124.3M | $124.3M | $0 | 2 | 0 |
DateMar 2025
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees3
Clients6
DateMar 2024
Total AUM$176.1M
Discretionary$176.1M
Non-Disc.$0
Employees4
Clients7
DateMar 2023
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees4
Clients8
DateMar 2022
Total AUM$165.6M
Discretionary$161.5M
Non-Disc.$4M
Employees2
Clients0
DateAug 2021
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateDec 2019
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0