FOREST FINANCIAL GROUP, LLC
CRD #112069 SEC #801-60305 STATEN ISLAND, NY 718-727-5000
SEC Registered
Total AUM
$54M
Discretionary
$54M
Employees
5
Clients
251
Accounts
554
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2008 | $70M | $70M | $0 | 5 | -- |
| Mar 2007 | $54M | $54M | $0 | 5 | -- |
| Feb 2007 | $54M | $54M | $0 | 5 | -- |
| Jan 2007 | $54M | $54M | $0 | 5 | -- |
| Jan 2006 | $47M | $47M | $0 | 5 | -- |
| Sep 2005 | $40M | $40M | $0 | 5 | -- |
| Jun 2005 | $40M | $40M | $0 | 5 | -- |
| Apr 2002 | $30M | $0 | $30M | 5 | -- |
| Apr 2002 | $30M | $0 | $30M | 5 | -- |
| Oct 2001 | $26M | $0 | $26M | 5 | -- |
| May 2001 | $26M | $0 | $26M | 5 | -- |
DateJan 2008
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateApr 2002
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateOct 2001
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees5
Clients--
DateMay 2001
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees5
Clients--