NEW FORESTS INC.

315 Montgomery Street
Ste 1003
San Francisco, California 94105
Tel: 415-321-3300

About NEW FORESTS INC.

NEW FORESTS INC, formally registered with the SEC as NEW FORESTS INC. The firm was established in 01/28/2019. They have over 1 offices throughout the country.

NEW FORESTS INC. is a San Francisco, California based Financial Planning firm with nearly $684,128,574 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165267
SEC#	801-114546
Assets Managed by Firm	$684,128,574
No. of Clients	5
No. of Advisors	23

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (CANADIAN GOVERNMENT EMPLOYEE PENSION INVESTMENT MANAGER)

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$684,128,574

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