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AFT, FORSYTH AND COMPANY, INC.

JUPITER, FL · CRD 137404 · IAPD ↗ · 561-296-6680

$258.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — AFT, FORSYTH AND COMPANY, INC. moved its main office from WEST PALM BEACH, FL to JUPITER, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2025 — AFT, FORSYTH AND COMPANY, INC. reported RAUM up 26% ($184.9M -> $232.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — AFT, FORSYTH AND COMPANY, INC. reported RAUM up 25% ($147.8M -> $184.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.