Forrest Financial Services
Forrest Financial Services is an SEC-registered wealth manager in Windsor Heights, IA with $154.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Forrest Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117546, SEC 801-133938, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $154.0M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Windsor Heights, IA
- Employees
- 2
- Clients
- 100
- CRD
- 117546
- Ownership
- DEACON, PETER, JOHN
How much AUM does Forrest Financial Services have?
Forrest Financial Services reported $154.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Forrest Financial Services?
Disclosed owners and executives of Forrest Financial Services include DEACON, PETER, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.