Investment adviser · CRD 164663
FORESTERS ADVISORY SERVICES, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jun 26, 2019
- Regulatory AUM
- $2.44B Form ADV · Item 5.F
- Client accounts
- 13,920 Accounts, not individual clients
- Employees
- 372 Reported in this filing
- Advisory professionals
- 349 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 13,847 | $2,356,189,028 | 96.7% |
| High-net-worth individuals | 53 | $72,860,732 | 3.0% |
| Corporations & businesses | 13 | $5,232,925 | 0.2% |
| Charities | 7 | $2,251,474 | 0.1% |
Filing source
Form ADV 1331479 · Jun 26, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 26, 2019. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
40 WALL STREET, 10TH FLOORNEW YORK, NY, 10005, United States
CRD 164663
Filing source
Form ADV 1331479 · Jun 26, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.