FORESTIS FINANCIAL ANALYTICS, INC.

FORESTIS FINANCIAL ANALYTICS, INC. is an SEC-registered investment adviser (CRD 113733). Regulatory assets under management: $23.4M.

Registration

• CRD: 113733
• Type: Registered investment adviser
• Phone: 970 328 1876
• Latest filing: 2026-03-31
• Regulatory AUM: $23.4M
• Non-discretionary AUM: $23.4M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113733 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search