FORESTERS EQUITY SERVICES, INC.

SAN DIEGO, California·5 registered advisors·CRD# 18464
SEC# 801-778806858-550-4844
01

Firm Overview

AUM
$22M
Regulatory assets under management
Employees
108
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARED MANAGEMENT FEES FOR REFERAL
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FORESTERS EQUITY SERVICES, INC.

5 registered advisors
Frank Leo Smith
SAN DIEGO, California
Judith Elaine Gil
SAN DIEGO, California
Mark E Mcdonough
SAN DIEGO, California
Paul Douglas Reaburn
SAN DIEGO, California
William Michael Lipkus
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
5 advisors

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Data sourced from SEC Form ADV filings. FORESTERS EQUITY SERVICES, INC. (CRD# 18464) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.