FORNESS FINANCIAL LLC of NEEDHAM, MA is an SEC-registered investment adviser (CRD 172473). Regulatory assets under management: $202.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Ryan Charles Forness | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Norman Anthony Forness | MANAGING PRINCIPAL | — |
| FORNESS RYAN CHARLES | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| FORNESS NORMAN ANTHONY | MANAGING PRINCIPAL | — |