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FOREST CAPITAL
CHARLOTTE, NC
704-847-0101
SEC #801-69621Total AUM
$58M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2400 CROWNPOINT EXECUTIVE DRIVE
SUITE 200
CHARLOTTE
NC 28227
United States
SUITE 200
CHARLOTTE
NC 28227
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
704-847-0101
Financials
Total AUM
$58M
Accounts
50Discretionary
$51M
Accounts
45Non-Discretionary
$7M
Accounts
5
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MONC
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.