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, privately owned RIA organized as an LLC and registered with the SEC in 2021. The firm serves both individual/family and institutional clients and describes itself as a capital allocator, meaning it places client assets with external managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Forest charges clients via a mix of asset-based fees, hourly fees, and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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