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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 28, 2019
    • $274.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 32
      Accounts
    • $8.6M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

2

name start date
Charles Townsend Sober
August 2012
Larry Norman Aft
August 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Aft, Forsyth and Company, Inc. IAR $142,569,279

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Charles Townsend Sober President/Principal/Managing Member January, 2012 75% or more
      Janet Groves Sober Owner/Member January, 2012 25% to 50%
      Larry Norman Aft Member/Chief Compliance Officer January, 2012 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets