FOREST INVESTMENT ASSOCIATES

15 Piedmont Center
Suite 1250
Atlanta, Georgia 30305-1509
Tel: 404-829-8842

About FOREST INVESTMENT ASSOCIATES

FOREST INVESTMENT ASSOCIATES, formally registered with the SEC as FOREST INVESTMENT ASSOCIATES. The firm was established in 06/20/1986. They have over 1 offices throughout the country.

FOREST INVESTMENT ASSOCIATES is a Atlanta, Georgia based Financial Planning firm with nearly $5,041,717,830 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110163
SEC#	801-27363
Assets Managed by Firm	$5,041,717,830
No. of Clients	24
No. of Advisors	56

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (DISPOSITION & ACQUISITION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (MANAGES INVESTMENT ADVISORY ACCOUNTS CONTAINING TIMBERLAND ASSETS)

Firm Client Information

	No. of Clients	AUM
Firm Total	24	$5,041,717,830
High net worth individuals	5	$181,168,462
Pension and profit sharing plans	6	$1,074,522,521

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