FORNESS FINANCIAL LLC
CRD #172473 SEC #801-112637 NEEDHAM, MA (781) 400-2604
SEC Registered
Total AUM
$176.2M
Discretionary
$176.2M
Employees
3
Clients
0
Accounts
681
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $176.2M | $176.2M | $0 | 3 | 0 |
| Jan 2024 | $157.8M | $157.8M | $0 | 3 | 0 |
| Jul 2023 | $150.7M | $150.7M | $0 | 3 | 0 |
| Mar 2023 | $150.7M | $150.7M | $0 | 3 | 0 |
| Feb 2022 | $167M | $167M | $0 | 3 | 0 |
| Feb 2021 | $150M | $150M | $0 | 3 | 0 |
| Jun 2020 | $130M | $130M | $0 | 3 | 0 |
| Mar 2020 | $130M | $130M | $0 | 3 | 0 |
| Feb 2019 | $107M | $107M | $0 | 3 | 0 |
| Apr 2018 | $105M | $105M | $0 | 3 | 0 |
| Feb 2018 | $105M | $105M | $0 | 3 | 0 |
DateJan 2025
Total AUM$176.2M
Discretionary$176.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$150.7M
Discretionary$150.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$150.7M
Discretionary$150.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$167M
Discretionary$167M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees3
Clients0