NEW FORESTS INC.

SAN FRANCISCO, California·24 registered advisors·CRD# 165267
SEC# 801-1145460415-321-3300
01

Firm Overview

AUM
$684M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
24
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at NEW FORESTS INC.

24 registered advisors
Audrie Rae Shannon
SAN FRANCISCO, California
Brian Alden Shillinglaw
SAN FRANCISCO, California
Chelsey Ann Norberg
SAN FRANCISCO, California
David Andrew Brentlinger
SAN FRANCISCO, California
David George Brand
SAN FRANCISCO, California
David Wayland Blood
SAN FRANCISCO, California
Emily Russell-Roy Warms
SAN FRANCISCO, California
Gavin Mark Le Roux
SAN FRANCISCO, California
James Eric Bullen
SAN FRANCISCO, California
Jeffrey Steven Briggs
SAN FRANCISCO, California
Jeremy David Marshall
SAN FRANCISCO, California
Lusine Moshkounian
SAN FRANCISCO, California
Margaret Bettina Cole
SAN FRANCISCO, California
Mark Nicholas Rogers
SAN FRANCISCO, California
Matthew Francis Zenick
SAN FRANCISCO, California
Michelle Elliot
SAN FRANCISCO, California
Pamela Irene Fong
SAN FRANCISCO, California
Paul Kennedy
SAN FRANCISCO, California
Radha Kuppalli
SAN FRANCISCO, California
Robert Walker Hagler
SAN FRANCISCO, California
Samuel Walter Rorabaugh
SAN FRANCISCO, California
Simbarashe Joshua Ndemera
SAN FRANCISCO, California
Thomas John Anthony Hill
SAN FRANCISCO, California
Zebediah (nmn) Rice
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
24 advisors

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Data sourced from SEC Form ADV filings. NEW FORESTS INC. (CRD# 165267) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.