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FOREST ROAD ASSET MANAGEMENT LLC

2121 Avenue Of The Stars
Suite 2450
Los Angeles, California 90067
Tel: 302-265-0167

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About FOREST ROAD ASSET MANAGEMENT LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#315600
SEC#801-126622
Assets Managed by Firm$25,285,836
No. of Clients4
No. of Advisors21

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total4$25,285,836

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