This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-13-2017
- Office Locations
- 2
Office Locations
About Forestview Financial Partners, LLC
Forestview Financial Partners is an Ohio-based fiduciary planning and investment advisory practice led by wealth advisor Matthew Stewart (20+ years). The firm builds customized strategies for individuals, families, and business owners, with emphasis on retirement confidence and business exit planning. Portfolios commonly use ETFs, mutual funds, and fixed income, with selective private funds, and are guided by Nitrogen (Riskalyze) risk scoring.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW JOHN STEWART
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #2986538
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOHN JOSEPH FRENCHO
--
- CRD
- #2829012
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,406,461 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,406,461 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing