Forem Investments LLC (Coral Gables)

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.

Forem Investments: assets under management

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 firm manages $39.52 million in discretionary accounts and $519.3 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.46 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $57.7 thousand.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Forem Investments LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Freddy Jose Martinez	Ceo/cco	1 Nov 2013	75% - 100%	1726400
Johanna Andrea Robledo	Director	1 Feb 2014	Other	4994894

Based in Coral Gables

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.