FOREST PARK CAPITAL LLC
Firm details
- Headquarters
- , Missouri
- CRD number
- 337308
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.67%
- Individuals33.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Forest Park Capital LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on serving individuals, families and small-business clients with financial planning and portfolio management services. Its compensation model combines percentage-of-AUM fees with fixed fees. Forest Park does not identify itself as a capital allocator, does not describe multi-state advisory coverage, and does not position itself as an ESG or pension consultant specialist. An industry affiliation with an insurance company is noted in filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities20%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
Contacts
3 of 3JOSEPH ANDERSON
Financial AdvisorCRD 5874130
ROBERT READ
Financial AdvisorCRD 4396017
Dana Rice
Paraplanner, Financial AdvisorCRD 7333373
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, MO
SAINT CHARLES
Location
, MO
Headquartered in , MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT CHARLES
- Address
- 1480 Woodstone Dr
- Time zone
- CT (UTC-6)
- Office locations
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