J.M. FORBES & CO. LLP

Advisory Business

Type of Organization	Limited Liability Partnership
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	20
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	961	$1.2B
Non-Discretionary	2	$1.5M
Total	963	$1.2B

Clients

Type	Number	RAUM
Individuals	656	$173.2M
HNW Individuals	279	$899.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	4	$2.3M
Charitable organizations	16	$84.0M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	8	$34.1M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	2
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsCONSULTING
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-2252
SEC ERA File Number	801-2252
SEC CIK Numbers	1067532
SEC CRD Numbers	107422
Legal Entity Identifier	None

Principal Office

121 MOUNT VERNON STREET
BOSTON
MA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic