Forest Capital Operating Company LLC
Forest Capital Operating Company LLC (CRD# 325514) is a financial advisory firm headquartered in Concord, NC. They manage $159,342,167 in 297 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Forest Capital Operating Company LLC
By the Numbers
-
Total Assets Under Management159MILLION
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Total Number of Accounts297ACCOUNTS
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Average Account Value$536,506
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO, NC
Financial Advisors at Forest Capital Operating Company LLC
1
Julien Booth (CRD# 2927147) is an Investment Advisor Representative working at Forest Capital in Charlotte, NC and has over 12 years of experience in the finance industry.
2
Dimitri Triantafyllides (CRD# 1977283) is an Investment Advisor Representative working at Forest Capital Operating Company LLC in Charlotte, NC and has over 34 years of experience in the finance industry.
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