Forest Capital (CRD# 130073) is a financial advisory firm headquartered in Charlotte, NC. They manage $113,365,000 in 104 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management113MILLION
Total Number of Accounts104ACCOUNTS
Average Account Value$1,090,048
- A percentage of assets under your management
- Hourly charges
- 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)
Dimitri Triantafyllides (CRD# 1977283) is an Investment Advisor Representative working at Forest Capital in Charlotte, NC and has over 28 years of experience in the finance industry.