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FOREST ASSET MANAGEMENT LLC
CRD 139795 · SEC 801-120899
345 E. BURLINGTON STREET, SUITE C1, RIVERSIDE, IL, 60546, United States
Phone
708-447-7086
Fax
708-317-0404
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$230.7M
Discretionary AUM
$230.7M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $22.7M |
| High net worth individuals | 55 | $197.0M |
| Pension/profit sharing plans | 8 | $11.0M |
States served
IL, IN
All web addresses on file
Official SEC filing: View on IAPD