Foresters Equity Services, Inc.
Foresters Equity Services, Inc. (CRD# 18464) is a financial advisory firm headquartered in San Diego, CA. They manage $16,015,385 in 181 accounts and serve the financial needs of clients across 51 states (or territories).
Current Firm Details
Foresters Equity Services, Inc.
By the Numbers
-
Total Assets Under Management16MILLION
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Total Number of Accounts181ACCOUNTS
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Average Account Value$88,483
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Financial Advisors at Foresters Equity Services, Inc.
No Advisor Found.
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