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Building 2FOREST FINANCIAL GROUP, LLC

Map pinSTATEN ISLAND, NY
Phone718-273-0300
NotebookSEC #801-60305
Total AUM
$25M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1145 FOREST AVENUE
STATEN ISLAND
NY 10310
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
718-273-0300

ReceiptFinancials

Total AUM
$25M
Accounts
250
Discretionary
$25M
Accounts
250
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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

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