DONOGHUE FORLINES LLC
CRD #285403 SEC #801-108564 BOSTON, MA 800.642.4276
SEC Registered
Total AUM
$389.2M
Discretionary
$389.2M
Employees
8
Clients
0
Accounts
23
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $389.2M | $389.2M | $0 | 8 | 18 |
| Mar 2025 | $388.6M | $388.6M | $0 | 8 | 18 |
| Feb 2025 | $376.1M | $376.1M | $0 | 8 | 18 |
| Dec 2024 | $376.1M | $376.1M | $0 | 8 | 18 |
| Dec 2024 | $376.1M | $376.1M | $0 | 8 | 18 |
| Mar 2024 | $376.1M | $376.1M | $0 | 8 | 18 |
| Aug 2023 | $398.8M | $398.8M | $0 | 11 | 20 |
| Mar 2023 | $398.8M | $398.8M | $0 | 11 | 20 |
| Aug 2022 | $656.1M | $656.1M | $0 | 12 | 20 |
| Mar 2022 | $656.1M | $656.1M | $0 | 12 | 20 |
| Dec 2021 | $569.3M | $569.3M | $0 | 15 | 30 |
| Jun 2021 | $569.3M | $569.3M | $0 | 15 | 30 |
| Mar 2021 | $569.3M | $569.3M | $0 | 15 | 30 |
| Mar 2021 | $569.3M | $569.3M | $0 | 15 | 30 |
| Mar 2021 | $706.9M | $706.9M | $0 | 22 | 30 |
| Jan 2021 | $706.9M | $706.9M | $0 | 22 | 30 |
| Oct 2020 | $706.9M | $706.9M | $0 | 22 | 30 |
| Aug 2020 | $706.9M | $706.9M | $0 | 22 | 30 |
| Jun 2020 | $706.9M | $706.9M | $0 | 22 | 30 |
| Mar 2020 | $706.9M | $706.9M | $0 | 22 | 30 |
| Jan 2020 | $2.6B | $1B | $1.6B | 23 | 57 |
| Nov 2019 | $2.6B | $1B | $1.6B | 23 | 57 |
| Mar 2019 | $2.6B | $1B | $1.6B | 23 | 57 |
| Jan 2018 | $3.5B | $1.5B | $2B | 25 | 27 |
| Dec 2017 | $2.7B | $1.1B | $1.5B | 17 | 27 |
| Dec 2017 | $2.7B | $1.5B | $1.1B | 17 | 27 |
| Dec 2017 | $2.7B | $1.5B | $1.1B | 17 | 27 |
| Sep 2017 | $2.6B | $1.1B | $1.5B | 15 | 26 |
| Aug 2017 | $2.6B | $1.1B | $1.5B | 15 | 26 |
| Mar 2017 | $2.2B | $862.7M | $1.3B | 15 | 26 |
| Oct 2016 | $1.8B | $764.9M | $1.1B | 15 | 26 |
DateMay 2025
Total AUM$389.2M
Discretionary$389.2M
Non-Disc.$0
Employees8
Clients18
DateMar 2025
Total AUM$388.6M
Discretionary$388.6M
Non-Disc.$0
Employees8
Clients18
DateFeb 2025
Total AUM$376.1M
Discretionary$376.1M
Non-Disc.$0
Employees8
Clients18
DateDec 2024
Total AUM$376.1M
Discretionary$376.1M
Non-Disc.$0
Employees8
Clients18
DateDec 2024
Total AUM$376.1M
Discretionary$376.1M
Non-Disc.$0
Employees8
Clients18
DateMar 2024
Total AUM$376.1M
Discretionary$376.1M
Non-Disc.$0
Employees8
Clients18
DateAug 2023
Total AUM$398.8M
Discretionary$398.8M
Non-Disc.$0
Employees11
Clients20
DateMar 2023
Total AUM$398.8M
Discretionary$398.8M
Non-Disc.$0
Employees11
Clients20
DateAug 2022
Total AUM$656.1M
Discretionary$656.1M
Non-Disc.$0
Employees12
Clients20
DateMar 2022
Total AUM$656.1M
Discretionary$656.1M
Non-Disc.$0
Employees12
Clients20
DateDec 2021
Total AUM$569.3M
Discretionary$569.3M
Non-Disc.$0
Employees15
Clients30
DateJun 2021
Total AUM$569.3M
Discretionary$569.3M
Non-Disc.$0
Employees15
Clients30
DateMar 2021
Total AUM$569.3M
Discretionary$569.3M
Non-Disc.$0
Employees15
Clients30
DateMar 2021
Total AUM$569.3M
Discretionary$569.3M
Non-Disc.$0
Employees15
Clients30
DateMar 2021
Total AUM$706.9M
Discretionary$706.9M
Non-Disc.$0
Employees22
Clients30
DateJan 2021
Total AUM$706.9M
Discretionary$706.9M
Non-Disc.$0
Employees22
Clients30
DateOct 2020
Total AUM$706.9M
Discretionary$706.9M
Non-Disc.$0
Employees22
Clients30
DateAug 2020
Total AUM$706.9M
Discretionary$706.9M
Non-Disc.$0
Employees22
Clients30
DateJun 2020
Total AUM$706.9M
Discretionary$706.9M
Non-Disc.$0
Employees22
Clients30
DateMar 2020
Total AUM$706.9M
Discretionary$706.9M
Non-Disc.$0
Employees22
Clients30
DateJan 2020
Total AUM$2.6B
Discretionary$1B
Non-Disc.$1.6B
Employees23
Clients57
DateNov 2019
Total AUM$2.6B
Discretionary$1B
Non-Disc.$1.6B
Employees23
Clients57
DateMar 2019
Total AUM$2.6B
Discretionary$1B
Non-Disc.$1.6B
Employees23
Clients57
DateJan 2018
Total AUM$3.5B
Discretionary$1.5B
Non-Disc.$2B
Employees25
Clients27
DateDec 2017
Total AUM$2.7B
Discretionary$1.1B
Non-Disc.$1.5B
Employees17
Clients27
DateDec 2017
Total AUM$2.7B
Discretionary$1.5B
Non-Disc.$1.1B
Employees17
Clients27
DateDec 2017
Total AUM$2.7B
Discretionary$1.5B
Non-Disc.$1.1B
Employees17
Clients27
DateSep 2017
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.5B
Employees15
Clients26
DateAug 2017
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.5B
Employees15
Clients26
DateMar 2017
Total AUM$2.2B
Discretionary$862.7M
Non-Disc.$1.3B
Employees15
Clients26
DateOct 2016
Total AUM$1.8B
Discretionary$764.9M
Non-Disc.$1.1B
Employees15
Clients26