FOREST CAPITAL MANAGEMENT, LLC

305 Fifth Avenue South
Suite 204
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 $1,567,052,162 assets under management, offering retirement planning & investment advisory services to 94 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	$1,567,052,162
No. of Clients	94
No. of Advisors	10

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Portfolio Management for Business
Pension Consulting Services
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	94	$1,567,052,162
Pension and profit sharing plans	94	$1,567,052,162

Inquire with FOREST CAPITAL MANAGEMENT, LLC

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