Forrest Financial Services L.L.C.
● SEC registered since 2025CRD 117546SEC# 801-133938Windsor Heights, IA
Reg. AUM
$154M
Employees
2
Accounts
400
Location
Windsor Heights, IA
Forrest Financial Services L.L.C. assets under management
Forrest Financial Services L.L.C. operates as an SEC-registered investment adviser based in Windsor Heights, IA. The firm has been registered since 2025. It reports $154 million in regulatory assets under management and employs 2 people.
Forrest Financial Services L.L.C. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter John Deacon Control | Member, Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Forrest Financial Services L.L.C. manage?
Forrest Financial Services L.L.C. reports $154 million in regulatory assets under management on its Form ADV.
How many employees does Forrest Financial Services L.L.C. have?
Forrest Financial Services L.L.C. reports 2 employees.
Where is Forrest Financial Services L.L.C. located?
Forrest Financial Services L.L.C. is based in Windsor Heights, IA and has been SEC-registered since 2025.
Does Forrest Financial Services L.L.C. disclose fund performance?
Forrest Financial Services L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6611 University Ave., Suite 201, Windsor Heights, IA 50324 |
| Phone | (515) 277-3495 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$154M▲ 21%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$154Mregulatory AUM
Discretionary $154M