2121 Avenue Of The Stars
Suite 2450
Los Angeles, California 90067
Tel: 302-265-0167
FOREST ROAD ASSET MANAGEMENT LLC, formally registered with the SEC as FOREST ROAD ASSET MANAGEMENT LLC. The firm was established in 09/26/2022. They have over 2 offices throughout the country.
FOREST ROAD ASSET MANAGEMENT LLC is a Los Angeles, California based Financial Planning firm with nearly $25,285,836 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 21 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315600 |
| SEC# | 801-126622 |
| Assets Managed by Firm | $25,285,836 |
| No. of Clients | 4 |
| No. of Advisors | 21 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $25,285,836 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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