FOREST ASSET MANAGEMENT LLC

345 E. Burlington Street
Suite C1
Riverside, Illinois 60546
Tel: 708-447-7086

About FOREST ASSET MANAGEMENT LLC

FOREST ASSET MANAGEMENT LLC, formally registered with the SEC as FOREST ASSET MANAGEMENT LLC. The firm was established in 04/23/2021. They have over 1 offices throughout the country.

FOREST ASSET MANAGEMENT LLC is a Riverside, Illinois based Financial Planning firm with nearly $198,305,621 assets under management, offering retirement planning & investment advisory services to 456 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139795
SEC#	801-120899
Assets Managed by Firm	$198,305,621
No. of Clients	456
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	456	$198,305,621
Individuals (other than high net worth individuals)	51	$15,962,347
High net worth individuals	55	$167,428,918
Pension and profit sharing plans	8	$14,914,356

More Retirement Planning firms in Riverside, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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