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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-11-2006
- Office Locations
- 1
Office Locations
About Forest Hill Financial Advisory Group LLC
Forest Hills Financial Group (FHFG) is an independent, privately held risk and wealth management firm serving individuals, families, and businesses. Advisors take a full-balance-sheet approach and provide financial planning around retirement income, insurance/risk, education funding, executive benefits, business succession, philanthropy, and estate planning. Open-architecture recommendations span products and strategies (including asset allocation and ETFs). Advisors are supported by Guardian training and a platform that includes Park Avenue Securities and Pershing custody.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
C.ERIC BUONASSISI
Chief Compliance Officer, Managing Member, President
- CRD
- #4576079
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,997,434 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,997,434 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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