Forest Park Capital LLC
Firm details
- Headquarters
- O Fallon, Missouri
- CRD number
- 337308
- Website
- www.forestparkcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI50%
- Individuals50%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Forest Park Capital LLC is an independent, Missouri-registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and offers financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include both percentage-of-AUM and fixed-fee arrangements. The firm reports an affiliation with an insurance company and does not position itself as a capital allocator. It is not an active ESG investor and operates as a single-state adviser rather than a multi-state or national platform.
Assets & Accounts
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 Funds65%
- Exchange Traded Equities20%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
Contacts
3 of 3
Joseph Anderson
Financial AdvisorCRD 5874130

Robert Read
Financial AdvisorCRD 4396017

Dana Rice
Paraplanner, Financial AdvisorCRD 7333373
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
O Fallon, MO
Saint Charles
Location
O Fallon, MO
Headquartered in O Fallon, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Charles
- Address
- 4142 Keaton Crossing Blvd
- Time zone
- CT (UTC-6)
- Office locations
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