Forest Asset Management LLC
Firm details
- Headquarters
- Riverside, Illinois
- CRD number
- 139795
- Registered since
- April 23, 2021
- Website
- forestasset.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.38%
- Individuals9.85%
- Pension & Profit Sharing Plans4.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Forest Asset Management LLC is an independent, SEC-registered advisory firm organized as an LLC and formed for registration in 2021. The firm is owned by an individual and positions itself as a capital allocator serving both individual/family and institutional clients. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Forest does not identify as an active ESG investor and is not structured as a multi-state adviser in the registration summary.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Cash & Cash Equivalents22%
- US Government Bonds10%
- Exchange Traded Equities5%
- State & Local Bonds1%
Contacts
3 of 3
Mark Pesavento
Wealth Management AdvisorCRD 5109157
Joann May
Principal & Co-FounderCRD 5109159
Tyler May
Associate Wealth AdvisorCRD 6208465
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Riverside, IL
Cook
Location
Riverside, IL
Headquartered in Riverside, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 345 E Burlington St
- Time zone
- CT (UTC-6)
- Office locations
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