Forem Investments LLC is an adviser based in Coral Gables. It manages $40.04 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida and Texas.
Forem Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Forem Investments LLC is $40.04 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Forem Investments LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Johanna Andrea Robledo has been acting as President since 1 Feb 2014. Freddy Jose Martinez joined the executive team most recently as the Ceo/Cco.
The principal office where Forem Investments LLC performs its advisory services is located at 4000 Ponce De Leon Blvd Suite 300, Coral Gables, FL 33146, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305 777 0235 or by fax 305 777 0236. The normal business hours are 9:00am to 5:00pm on Monday - Friday.