The Forrest Group

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

2121 Sage Rd Ste 355, Houston, Texas, 77...

Phone Number

(713) 572-0091

Revenue

$7.1 Million

Industry

Finance Securities Trading Law Firms & Legal Services
ZI Rank: 1
Signal Type
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ZI Rank
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About The Forrest Group

The Forrest Group, LLC provides estate planning in Houston, Texas, focusing on privately held business owners, high net worth individuals, and affluent families. Specializing in wealth transfer and business succession planning, they address common problems related to the transfer of wealth and financial security to future generations. They work with professional advisors to review existing life insurance coverage, assist business owners in determining succession plans, and help high net worth individuals with wealth transfer strategies and philanthropic desires.Explore more
The Forrest Group's Social MediaPopular SearchesThe Forrest Group LLCThe Forest Group IncThe Forest GroupForest Lodging Group LLCForest Estates Interests LLCSIC Code 62,628NAICS Code 52,523Show more

The Forrest Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Forrest Group

$7.1M
11-50
Private
-
1996
$8.1M
11-50
Private
-
2015
KM
Karan MurugesuFounder & CEO
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
1-10
Private
-
2015
DL
Diana LeDirector, Client Relations
<$5M
1-10
Private
-
2010
KC
Kristie CutilloAssistant and Licensed Service Associate
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Forrest Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Forrest Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Forrest Group.

The Forrest Group Tech Stack

A closer look at the technologies used by The Forrest Group

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Frequently Asked Questions Regarding The Forrest Group

What is The Forrest Group's official website?
The Forrest Group's official website is www.theforrestgroupllc.com
What is The Forrest Group's Revenue?
The Forrest Group's revenue is $7.1 Million
What is The Forrest Group's SIC code?
The Forrest Group's SIC: 62,628
What is The Forrest Group's NAICS code?
The Forrest Group's NAICS: 52,523
How many employees does The Forrest Group have?
The Forrest Group has 11-50 employees
What industry does The Forrest Group belong to?
The Forrest Group is in the industry of: Finance, Securities Trading, Law Firms & Legal Services
What is The Forrest Group competition?
The Forrest Group top competitors include: Rogers Financial Group, EldenStreet Financial, Lindblad Financial Group, Ameriwealth Financial Group
What technology does The Forrest Group use?
Some of the popular technologies that The Forrest Group uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS
How do I contact The Forrest Group?
The Forrest Group contact info: Phone number: (713) 572-0091 Website: www.theforrestgroupllc.com
What does The Forrest Group do?

The Forrest Group, LLC provides estate planning in Houston, Texas, focusing on privately held business owners, high net worth individuals, and affluent families. Specializing in wealth transfer and business succession planning, they address common problems related to the transfer of wealth and financial security to future generations. They work wit... h professional advisors to review existing life insurance coverage, assist business owners in determining succession plans, and help high net worth individuals with wealth transfer strategies and philanthropic desires.Read More

What are The Forrest Group social media links?
The Forrest Group Linkedin page The Forrest Group Twitter page
Is The Forrest Group a public company?
The Forrest Group is private company therefore does not currently have an official ticker symbol
See more information about The Forrest Group

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