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Forecast Management Group Inc (Rocky River)


Forecast Management Group Inc is a large advisory firm based in Rocky River. It manages $38 million of regulatory assets for 1,020 client accounts. It has been registered with the SEC as an adviser since 2001.

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Forecast Management Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Forecast Management Group: assets under management

The assets under management (AUM) of Forecast Management Group Inc is $38 million. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $15 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Forecast Management Group Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rocky River

The principal office where Forecast Management Group Inc performs its advisory services is located at 19111 Detroit Road, Rocky River, OH 44116, 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 440-449-9500 or by fax 440-356-4173. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at www.odonnellsecurities.com.


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