JM Forbes
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
121 Mount Vernon St, Boston, Massachuset...Phone Number
(617) 423-5705Website
www.jmforbes.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
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Jun
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Aug
ZI Rank
1
1
1
1
2
1
About JM Forbes
J.M. Forbes & Co. LLP is a private investment advisory and trust office that has been providing personalized money management and trustee services to individuals, trusts, and foundations since 1838. The firm manages over $1.5 billion as an SEC-registered investment advisor, focusing on achieving strong risk-adjusted returns while ensuring capital preservation during downturns. Their team of partners, administrators, and tax professionals work closely with clients to develop integrated investment, estate, and tax plans tailored to individual goals and circumstances. By leveraging modern tools, J.M. Forbes & Co. helps clients navigate financial challenges across generations.Explore more
JM Forbes Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
JM Forbes
<$5M
11-50
Private
-
1930
PK
Paul KendriganChief Compliance Officer Head of Account Management
Company Profile Activity
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J.M. Forbes & Co. LLP is a private investment advisory and trust office that has been providing personalized money management and trustee services to individuals, trusts, and foundations since 1838. The firm manages over $1.5 billion as an SEC-registered investment advisor, focusing on achieving strong risk-adjusted returns while ensuring capital p... Read More
