Forest Asset Management LLC

Forest Asset Management LLC (CRD# 139795) is a financial advisory firm headquartered in Berwyn, IL. They manage $64,406,276 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $1,006,348
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Forest Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joann P. May
CRD#: 5109159
3401 South Harlem Avenue, Suite 202, Berwyn, IL 60402
96
Wealthminder
score

Joann May (CRD# 5109159) is an Investment Advisor Representative working at Forest Asset Management LLC in Berwyn, IL and has over 10 years of experience in the finance industry. Joann May has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark S. Pesavento
CRD#: 5109157
3401 South Harlem Avenue, Suite 202, Berwyn, IL 60402
90
Wealthminder
score

Mark Pesavento (CRD# 5109157) is an Investment Advisor Representative working at Forest Asset Management LLC in Berwyn, IL and has 1 year of experience in the finance industry. Mark Pesavento has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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