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FORESTIS FINANCIAL ANALYTICS, INC.

CRD 113733

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$23.4M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

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  • SEC IAPD

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Services

Financial planningPortfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
Individuals20$6.1M
High net worth individuals9$17.4M

All web addresses on file

Official SEC filing: View on IAPD