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Building 2FOREST CAPITAL

Map pinCONCORD, NC
Phone704-750-8000
NotebookSEC #801-107970
Total AUM
$192.6M
Employees
4
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 MCGILL AVENUE
SUITE 200
CONCORD
NC 28027
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
704-750-8000
Other Offices
1

ReceiptFinancials

Total AUM
$192.6M
Accounts
411
Discretionary
$192.6M
Accounts
411
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$39.7M
HNW Individual Clients
164
AUM
$152.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MONC

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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