Donoghue Forlines LLC

RIASEC Registered

Total AUM

$371M

Discretionary

$371M

100% of AUM

Avg account

$18.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 285403
Registered since: November 9, 2016
Website: www.donoghueforlines.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: Investment Companies99.18%
Pension & Profit Sharing Plans0.41%
Individuals0.27%
Corporations / Businesses0.14%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsMarket Timing Services

Firm profile

FINTRX

Overview

Donoghue Forlines LLC operates as an institutional registered investment adviser and is SEC-registered (registration year: 2016). The firm is organized as a limited liability company with ownership described as a domestic entity and individual. Its client mix includes both individuals and families as well as institutional clients. Compensation is primarily a percentage of assets under management, supplemented by other fee arrangements. Advisory services emphasize discretionary portfolio management across several client types: individuals and small businesses, investment companies, and businesses or institutions. The firm also lists market timing services among its activities. Donoghue Forlines does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser.