Investment adviser · CRD 18464
FORESTERS EQUITY SERVICES, INC.
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed May 14, 2018
- Regulatory AUM
- $22.2M Form ADV · Item 5.F
- Client accounts
- 262 Accounts, not individual clients
- Employees
- 108 Reported in this filing
- Advisory professionals
- 108 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 | 219 | $22,166,904 | 100.0% |
Filing source
Form ADV 1217683 · May 14, 2018 · 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: May 14, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6640 LUSK BLVD, #A202SAN DIEGO, CA, 92121, United States
CRD 18464
Filing source
Form ADV 1217683 · May 14, 2018 · 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.