FORSYTHIA FINANCIAL

Overview

Forsythia Financial is a small, owner-run advisory firm organized as a limited liability company. The firm’s primary activities are financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its filings show a clear tilt toward liquid equity exposures, and the firm charges a mix of percentage-of-AUM fees, hourly charges, subscription fees and fixed fees rather than relying on a single fee model. Forsythia Financial is not designated as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The firm lists affiliations with a law firm and a real estate broker, which suggests access to legal and property-related expertise that can support client work around estate planning and real estate transactions.

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Public Holdings

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Location & Offices