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FORUSALL
FORUSALL ADVISORS, LLC
CRD 167241 · SEC 801-77865
VT, United States
Phone
844-401-2253
Fax
1-415-276-9852
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.50B
Discretionary AUM
$1.37B
Team
11 total employees; 6 advisory reps; 31237 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Pension consultingWE ARE A FIDUCIARY TO 401(K) PLANS AND PROVIDE ADVICE TO INDIVIDUAL PLAN PARTICIPANTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30809 | — |
| Pension/profit sharing plans | 428 | $1.50B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD