Investment adviser · CRD 150016

J.A. FORLINES, LLC

Investment adviser filing (IA)

LOCUST VALLEY, NY, United States · Form ADV filed Mar 28, 2017

Regulatory AUM
$561M
Form ADV · Item 5.F
Client accounts
1,932
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 28, 2017. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

63 FOREST AVE, SUITE 1
LOCUST VALLEY, NY, 11560, United States

CRD 150016

Filing source

Form ADV 1093069 · Mar 28, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.