F
CRD: 168316
Forecast Financial LLC
Newberry, FL, 32669
3526826973
$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2014
- Office Locations
- 1
Office Locations
-- Newberry FL
About Forecast Financial LLC
Forecast Financial LLC is a Newberry-based RIA. The firm has been operating for 12 years. Managing $9.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Financial Planning.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$169.4K AVG AUM / CLIENT
0 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Investment Themes
Value matrix
Investment Vehicles
North
Services
Ridge
Owner & Executives
J
JONATHAN LAYNE HEISE
Managing Member
- CRD
- #5911913
- Ownership
- 75% or more
(759) 696-4458
vector.legacy@wavecapital.com
in linkedin.com/in/vector-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,657,021 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,657,021 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,657,021
Equity - Exchange:
32.9% Cash:
67.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,785,041,339 | 32.9% |
| Cash | $5,680,129,904 | 67.1% |
| Total | $8,465,171,243 | 100.0% |