Forest Capital (CRD# 130073) is a financial advisory firm headquartered in Concord, NC. They manage $169,639,350 in 204 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management170MILLION
Total Number of Accounts204ACCOUNTS
Average Account Value$831,565
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Jeffrey Stewart (CRD# 2598321) is an Investment Advisor Representative working at Forest Capital in Concord, NC and has over 23 years of experience in the finance industry.
Dimitri Triantafyllides (CRD# 1977283) is an Investment Advisor Representative working at Forest Capital in Concord, NC and has over 30 years of experience in the finance industry.