JAMES FRANKLIN FORRESTER, JR.
Legal name: FORRESTER FINANCIAL ADVISORS
CRD #114347 SEC #801-68682 GRAPEVINE, TX 817-865-5001
SEC Registered
Total AUM
$37.8M
Discretionary
$37.8M
Employees
1
Clients
11
Accounts
104
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $37.8M | $37.8M | $0 | 1 | 26 |
| May 2012 | $37.8M | $37.8M | $0 | 1 | 26 |
| Apr 2012 | $37.8M | $37.8M | $0 | 1 | 26 |
| Apr 2012 | $37.8M | $37.8M | $0 | 1 | 26 |
| Apr 2012 | $37.8M | $37.8M | $0 | 1 | 26 |
| Feb 2012 | $37.8M | $37.8M | $0 | 1 | 26 |
| Mar 2011 | $41.1M | $41.1M | $0 | 5 | -- |
| Mar 2011 | $41.1M | $41.1M | $0 | 5 | -- |
| Apr 2010 | $39.3M | $39.3M | $0 | 5 | -- |
| Feb 2009 | $31.3M | $31.3M | $0 | 5 | -- |
| Mar 2008 | $49.7M | $49.7M | $0 | 5 | -- |
| Dec 2007 | $49.7M | $49.7M | $0 | 5 | -- |
DateJun 2012
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$31.3M
Discretionary$31.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$49.7M
Discretionary$49.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$49.7M
Discretionary$49.7M
Non-Disc.$0
Employees5
Clients--