Forest Park Capital LLC
Firm details
- Headquarters
- O Fallon, Missouri
- CRD number
- 337308
- 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, individually owned registered investment adviser focused on serving individuals and families. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and may also use fixed fees. It does not identify as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
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 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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