New Forests Inc.

New Forests Inc. (CRD# 165267) is a financial advisory firm headquartered in San Francisco, CA. They manage $633,596,842 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
315 Montgomery Street, Ste 1003, San Francisco, CA 94105
https://www.linkedin.com/company/new-forests/
By the Numbers
  • Total Assets Under Management
    634
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $126,719,368
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at New Forests Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert Hagler, financial advisor San Francisco CA
Robert W. Hagler
CRD#: 4537936
315 Montgomery Street, Ste 1003, San Francisco, CA 94105

Robert Hagler (CRD# 4537936) is an Investment Advisor Representative working at New Forests Inc. in San Francisco, CA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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