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DONOGHUE FORLINES LLC
CRD 285403 · SEC 801-108564
125 HIGH STREET, SUITE 220, BOSTON, MA, 02110, United States
Phone
800.642.4276
Fax
781.634.6127
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$370.5M
Discretionary AUM
$370.5M
Team
7 total employees; 3 advisory reps; 15 broker-dealer reps
Clients
0
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Market timingPROVISION OF MODEL PORTFOLIOS AND RELATED TRADING SIGNALS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1000K |
| Investment companies | 8 | $367.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD