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FOREST ASSET MANAGEMENT LLC

RIVERSIDE, IL · CRD 139795 · IAPD ↗ · 708-447-7086

$230.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — FOREST ASSET MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
September 2026 — FOREST ASSET MANAGEMENT LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — FOREST ASSET MANAGEMENT LLC moved its main office from BERWYN, IL to RIVERSIDE, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
March 2024 — FOREST ASSET MANAGEMENT LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.