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Building 2FOREST CAPITAL

Map pinCONCORD, NC
Phone704.533.9876
NotebookSEC #801-127542
Total AUM
$143.2M
Employees
4
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 MCGILL AVE NW STE 200
CONCORD
NC 28027
United States
Operating Hours
9-5
Monday - Friday
Phone
704.533.9876

ReceiptFinancials

Total AUM
$143.2M
Accounts
247
Discretionary
$143.2M
Accounts
247
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$24.3M
HNW Individual Clients
67
AUM
$109.1M
Insurance Company Clients
1
AUM
$2.8M
Corporation or Business Clients
2
AUM
$6.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MONC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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