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James F. Forrester, Jr. (Grapevine)


James F. Forrester, Jr. is a large advisory firm based in Grapevine. It manages $49.7 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.

James F. Forrester, Jr provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

James F. Forrester, Jr: assets under management

The assets under management (AUM) of James F. Forrester, Jr. is $49.7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $49.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.99 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay James F. Forrester, Jr. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grapevine

The principal office where James F. Forrester, Jr. performs its advisory services is located at 1111 Main Street, Suite 101, Grapevine, TX 76051, 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 817-865-5001 or by fax 817-421-2443. The normal business hours are 8:30am-5:00pm on Monday - Friday.


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