Investment adviser · CRD 114347

FORRESTER FINANCIAL ADVISORS

Investment adviser filing (IA)

JAMES FRANKLIN FORRESTER, JR.

GRAPEVINE, TX, United States · Form ADV filed Jun 22, 2012

Regulatory AUM
$37.8M
Form ADV · Item 5.F
Client accounts
104
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jun 22, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

1111 MAIN STREET, SUITE 101
GRAPEVINE, TX, 76051, United States

CRD 114347

Filing source

Form ADV 654934 · Jun 22, 2012 · 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.