FORREST FINANCIAL SERVICES L.L.C.
Legal name: FORREST FINANCIAL SERVICES
CRD #117546 SEC #801-133938 WINDSOR HEIGHTS, IA (515) 277-3495
SEC Registered
Total AUM
$127M
Discretionary
$127M
Employees
2
Clients
10
Accounts
400
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $127M | $127M | $0 | 2 | 0 |
DateJun 2025
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees2
Clients0