67 Etna Road
Suite 500
Lebanon, New Hampshire 3766
Tel: 603-298-7001
GLOBAL FOREST PARTNERS LP, formally registered with the SEC as GLOBAL FOREST PARTNERS LP. The firm was established in 07/08/2003. They have over 1 offices throughout the country.
GLOBAL FOREST PARTNERS LP is a Lebanon, New Hampshire based Financial Planning firm with nearly $4,059,119,000 assets under management, offering retirement planning & investment advisory services to 50 clients. The firm is staffed with 24 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 127064 |
SEC# | 801-62203 |
Assets Managed by Firm | $4,059,119,000 |
No. of Clients | 50 |
No. of Advisors | 24 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 50 | $4,059,119,000 |
High net worth individuals | 3 | $16,000 |
Pension and profit sharing plans | 8 | $38,000 |
Charitable organizations | 1 | $1,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$8,878,539,401 | 64 | 124 | |
$7,540,692,270 | 20 | 104 | |
$2,888,383,638 | 1862 | 43 | |
$2,394,519,530 | 1814 | 34 | |
$1,325,621,457 | 3307 | 18 |
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