FORESTERS EQUITY SERVICES, INC.
CRD #18464 SEC #801-77880 SAN DIEGO, CA 858-550-4844
SEC Registered Broker-Dealer
Total AUM
$22.2M
Discretionary
$0
Employees
108
Clients
26
Accounts
262
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2018 | $22.2M | $0 | $22.2M | 108 | 49 |
| Mar 2018 | $22.2M | $0 | $22.2M | 108 | 49 |
| Jun 2017 | $16M | $0 | $16M | 135 | 900 |
| Feb 2017 | $16M | $0 | $16M | 135 | 900 |
| Feb 2017 | $16M | $0 | $16M | 135 | 900 |
| Feb 2017 | $16M | $0 | $16M | 135 | 900 |
| Aug 2016 | $13.1M | $0 | $13.1M | 120 | 800 |
| Mar 2016 | $10.8M | $0 | $10.8M | 120 | 800 |
| Sep 2015 | $8.3M | $0 | $8.3M | 113 | 500 |
| Jul 2015 | $8.3M | $0 | $8.3M | 113 | 500 |
| Jun 2015 | $8.3M | $0 | $8.3M | 113 | 500 |
| Apr 2015 | $8.3M | $0 | $8.3M | 113 | 500 |
| Mar 2015 | $8.3M | $0 | $8.3M | 113 | 500 |
| Mar 2014 | $5.6M | $0 | $5.6M | 91 | 400 |
| Dec 2013 | $4.5M | $0 | $4.5M | 84 | 400 |
| Dec 2013 | $4.5M | $0 | $4.5M | 84 | 400 |
| May 2013 | $4.5M | $0 | $4.5M | 84 | 400 |
| Apr 2013 | $4.5M | $0 | $4.5M | 84 | 400 |
| Mar 2013 | $4.5M | $0 | $4.5M | 84 | 400 |
| Oct 2009 | $558K | $0 | $558K | 51 | -- |
| Sep 2009 | $558K | $0 | $558K | 51 | -- |
DateMay 2018
Total AUM$22.2M
Discretionary$0
Non-Disc.$22.2M
Employees108
Clients49
DateMar 2018
Total AUM$22.2M
Discretionary$0
Non-Disc.$22.2M
Employees108
Clients49
DateJun 2017
Total AUM$16M
Discretionary$0
Non-Disc.$16M
Employees135
Clients900
DateFeb 2017
Total AUM$16M
Discretionary$0
Non-Disc.$16M
Employees135
Clients900
DateFeb 2017
Total AUM$16M
Discretionary$0
Non-Disc.$16M
Employees135
Clients900
DateFeb 2017
Total AUM$16M
Discretionary$0
Non-Disc.$16M
Employees135
Clients900
DateAug 2016
Total AUM$13.1M
Discretionary$0
Non-Disc.$13.1M
Employees120
Clients800
DateMar 2016
Total AUM$10.8M
Discretionary$0
Non-Disc.$10.8M
Employees120
Clients800
DateSep 2015
Total AUM$8.3M
Discretionary$0
Non-Disc.$8.3M
Employees113
Clients500
DateJul 2015
Total AUM$8.3M
Discretionary$0
Non-Disc.$8.3M
Employees113
Clients500
DateJun 2015
Total AUM$8.3M
Discretionary$0
Non-Disc.$8.3M
Employees113
Clients500
DateApr 2015
Total AUM$8.3M
Discretionary$0
Non-Disc.$8.3M
Employees113
Clients500
DateMar 2015
Total AUM$8.3M
Discretionary$0
Non-Disc.$8.3M
Employees113
Clients500
DateMar 2014
Total AUM$5.6M
Discretionary$0
Non-Disc.$5.6M
Employees91
Clients400
DateDec 2013
Total AUM$4.5M
Discretionary$0
Non-Disc.$4.5M
Employees84
Clients400
DateDec 2013
Total AUM$4.5M
Discretionary$0
Non-Disc.$4.5M
Employees84
Clients400
DateMay 2013
Total AUM$4.5M
Discretionary$0
Non-Disc.$4.5M
Employees84
Clients400
DateApr 2013
Total AUM$4.5M
Discretionary$0
Non-Disc.$4.5M
Employees84
Clients400
DateMar 2013
Total AUM$4.5M
Discretionary$0
Non-Disc.$4.5M
Employees84
Clients400
DateOct 2009
Total AUM$558K
Discretionary$0
Non-Disc.$558K
Employees51
Clients--
DateSep 2009
Total AUM$558K
Discretionary$0
Non-Disc.$558K
Employees51
Clients--