FOREST PARK CAPITAL LLC

RIASEC Registered
Total AUM
$48M
Discretionary
$48M
100% of AUM
Avg account
$220K
Accounts
218
Employees
3
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 20%, US Government Bonds 5%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 3%, Private Funds 2%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities20%
  • US Government Bonds5%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents3%

Contacts

3 of 3
  • JOSEPH ANDERSON

    Financial AdvisorCRD 5874130

  • ROBERT READ

    Financial AdvisorCRD 4396017

  • Dana Rice

    Paraplanner, Financial AdvisorCRD 7333373

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth