Scott
Danes

Forest Capital Management, LLC

CRD#7250102
Investment Advisor
in Chicago, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Scott Danes is a financial advisor based in Chicago, Illinois, working with Forest Capital Management, LLC. Scott has previously held positions at Forest Capital Management, LLC, Duff & Phelps, LLC, True Partners Consulting, LLC, University Of Illinois At Urbana-Champaign, and The Red Lion. Scott has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Scott is part of Forest Capital Management, LLC, which operates out of Chicago, Illinois. The firm has 3 offices and 10 employees. The firm manages assets totaling $2.0 billion. The services offered by the firm include portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Forest Capital Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

325 W. Huron Suite 401
Chicago, IL 60654

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Forest Capital Management, LLC Brokerage Details

Total Assets Under Management

$2,030,144,168

IL Average: $1,855,561,029
Total Number of Employees

10

IL Average: 62
Total Number of Accounts

102

IL Average: 2,474
Average Account Size

$19,903,374

IL Average: $750,025

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Scott Danes Work History

2020 - Present (4 years)

Forest Capital Management, LLC

2018 - 2020 (2 years)

Duff & Phelps, LLC

2015 - 2018 (3 years)

True Partners Consulting, LLC

2012 - 2015 (3 years)

The Red Lion

2011 - 2015 (4 years)

University Of Illinois At Urbana-Champaign

Disclosures

Please visit the SEC profile of Scott Danes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Forest Capital Management, LLC

Harry Hughes
Hoboken, NJ
Travis Johnson
Chicago, IL
Mallory Grove
Naples, FL
Scott Danes
Chicago, IL
Brian Jessen
Naples, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started