← Back to search
AFT, FORSYTH & SOBER, LLC
CRD 162858 · SEC 801-76925
4355 LYNX PAW TRAIL, VALRICO, FL, 33596, United States
Phone
813-684-9218
Fax
813-684-9274
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$368.5M
Discretionary AUM
$39.6M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $217.0M |
States served
FL
Official SEC filing: View on IAPD