FOREST CAPITAL
Tel: 704.533.9876 300 Mcgill Ave Nw Ste 200 Concord, North Carolina 28027
About FOREST CAPITAL
FOREST CAPITAL is a Concord, North Carolina based financial advisory firm with nearly $134,294,975 in assets under management and provides investment advisory services for 252 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
325514
Firm SEC#:
801-127542
Assets Under Management:
$134,294,975
No. of Clients:
252
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM
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