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Home > Retirement Planners > florida > naples > FOREST CAPITAL MANAGEMENT, LLC
FOREST CAPITAL MANAGEMENT, LLC
1048 Goodlette Frank Rd.
Suite 202
Naples, Florida 34102
Tel: 312-809-6010
About FOREST CAPITAL MANAGEMENT, LLC
FOREST CAPITAL MANAGEMENT, LLC, formally registered with the SEC as FOREST CAPITAL MANAGEMENT, LLC. The firm was established in 05/27/2014. They have over 4 offices throughout the country.
FOREST CAPITAL MANAGEMENT, LLC is a Naples, Florida based Financial Planning firm with nearly $2,922,112,475 assets under management, offering retirement planning & investment advisory services to 109 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171659 |
| SEC# | 801-79809 |
| Assets Managed by Firm | $2,922,112,475 |
| No. of Clients | 109 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 109 | $2,922,112,475 |
| Pension and profit sharing plans | 108 | $2,868,949,753 |
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