Investment adviser · CRD 117546
FORREST FINANCIAL SERVICES
Investment adviser filing (IA)
FORREST FINANCIAL SERVICES L.L.C.
WINDSOR HEIGHTS, IA, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $154M Form ADV · Item 5.F
- Client accounts
- 400 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 46 | $110,000,000 | 71.4% |
| Individuals | 54 | $44,000,000 | 28.6% |
Filing source
Form ADV 2051692 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6611 UNIVERSITY AVE., SUITE 201WINDSOR HEIGHTS, IA, 50324, United States
CRD 117546
Filing source
Form ADV 2051692 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.