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Building 2FOREST ASSET MANAGEMENT LLC

Map pinRIVERSIDE, IL
Phone708-447-7086
NotebookSEC #801-120899
Total AUM
$230.7M
Employees
3
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
345 E. BURLINGTON STREET
SUITE C1
RIVERSIDE
IL 60546
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
708-447-7086

ReceiptFinancials

Total AUM
$230.7M
Accounts
468
Discretionary
$230.7M
Accounts
468
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
51
AUM
$22.7M
HNW Individual Clients
55
AUM
$197M
Pension/Profit Sharing Plan Clients
8
AUM
$11M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILIN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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