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Building 2FORESTERS EQUITY SERVICES, INC.

Map pinSAN DIEGO, CA
Phone858-550-4844
NotebookSEC #801-77880
Total AUM
$22.2M
Employees
108
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6640 LUSK BLVD
#A202
SAN DIEGO
CA 92121
United States
Operating Hours
7-4, 7-3 FRIDAY
Monday - Friday
Phone
858-550-4844
Other Offices
6

ReceiptFinancials

Total AUM
$22.2M
Accounts
262
Discretionary
$0
Accounts
0
Non-Discretionary
$22.2M
Accounts
262

ContactClients

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Individual Clients
219
AUM
$22.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARED MANAGEMENT FEES FOR REFERAL

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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