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Home > Retirement Planners > connecticut > stamford > FORESTER CAPITAL, L.L.C.
FORESTER CAPITAL, L.L.C.
700 Canal Street
Third Floor
Stamford, Connecticut 06902
Tel: 203-983-7380
About FORESTER CAPITAL, L.L.C.
FORESTER CAPITAL, LLC, formally registered with the SEC as FORESTER CAPITAL, LLC. The firm was established in 03/13/2012. They have over 1 offices throughout the country.
FORESTER CAPITAL, L.L.C. is a Stamford, Connecticut based Financial Planning firm with nearly $1,107,961,148 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160806 |
| SEC# | 801-73494 |
| Assets Managed by Firm | $1,107,961,148 |
| No. of Clients | 12 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (FIXED FEES AT DIFFERENT AUM THRESHOLDS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12 | $1,107,961,148 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
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| $107,251,821,000 | 4 | 524 |
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