J.A. FORLINES, LLC
CRD #150016 SEC #801-70229 LOCUST VALLEY, NY 516-609-3370
SEC Registered
Total AUM
$560.6M
Discretionary
$295.4M
Employees
10
Clients
--
Accounts
1,932
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $560.6M | $295.4M | $265.3M | 10 | 1 |
| Mar 2016 | $460.2M | $272.3M | $187.9M | 10 | 1 |
| Feb 2015 | $398.7M | $273.9M | $124.8M | 10 | 1,000 |
| Mar 2014 | $420.2M | $287.2M | $133M | 10 | 800 |
| Mar 2013 | $377.7M | $271.2M | $106.5M | 10 | 800 |
| Jan 2013 | $350.1M | $258.4M | $91.7M | 10 | 800 |
| May 2012 | $350.1M | $258.4M | $91.7M | 6 | 800 |
| May 2012 | $350.1M | $258.4M | $91.7M | 6 | 800 |
| May 2012 | $350.1M | $258.4M | $91.7M | 6 | 800 |
| Mar 2012 | $350.1M | $258.4M | $91.7M | 6 | 800 |
| Apr 2011 | $229.5M | $229.5M | $0 | 10 | -- |
| Mar 2011 | $129.7M | $129.7M | $0 | 5 | -- |
| Sep 2010 | $129.7M | $129.7M | $0 | 5 | -- |
| Mar 2010 | $129.7M | $129.7M | $0 | 5 | -- |
| Mar 2010 | $129.7M | $129.7M | $0 | 5 | -- |
| Oct 2009 | $70.2M | $70.2M | $0 | 5 | -- |
DateMar 2017
Total AUM$560.6M
Discretionary$295.4M
Non-Disc.$265.3M
Employees10
Clients1
DateMar 2016
Total AUM$460.2M
Discretionary$272.3M
Non-Disc.$187.9M
Employees10
Clients1
DateFeb 2015
Total AUM$398.7M
Discretionary$273.9M
Non-Disc.$124.8M
Employees10
Clients1,000
DateMar 2014
Total AUM$420.2M
Discretionary$287.2M
Non-Disc.$133M
Employees10
Clients800
DateMar 2013
Total AUM$377.7M
Discretionary$271.2M
Non-Disc.$106.5M
Employees10
Clients800
DateJan 2013
Total AUM$350.1M
Discretionary$258.4M
Non-Disc.$91.7M
Employees10
Clients800
DateMay 2012
Total AUM$350.1M
Discretionary$258.4M
Non-Disc.$91.7M
Employees6
Clients800
DateMay 2012
Total AUM$350.1M
Discretionary$258.4M
Non-Disc.$91.7M
Employees6
Clients800
DateMay 2012
Total AUM$350.1M
Discretionary$258.4M
Non-Disc.$91.7M
Employees6
Clients800
DateMar 2012
Total AUM$350.1M
Discretionary$258.4M
Non-Disc.$91.7M
Employees6
Clients800
DateApr 2011
Total AUM$229.5M
Discretionary$229.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees5
Clients--