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Building 2FORESTERS ADVISORY SERVICES, LLC

Map pinNEW YORK, NY
Phone212-858-8000
NotebookSEC #801-76877
Total AUM
$2.4B
Employees
372
Clients
13,920

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 WALL STREET
10TH FLOOR
NEW YORK
NY 10005
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
212-858-8000
Other Offices
46

ReceiptFinancials

Total AUM
$2.4B
Accounts
13,920
Discretionary
$0
Accounts
0
Non-Discretionary
$2.4B
Accounts
13,920

ContactClients

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Individual Clients
13,847
AUM
$2.4B
HNW Individual Clients
53
AUM
$72.9M
Charitable Organization Clients
7
AUM
$2.3M
Corporation or Business Clients
13
AUM
$5.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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