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Brent Forrest & Associates, L.L.C.

● SEC registered since 2011CRD 126266SEC# 801-72638San Antonio, TX
Export (members)
Reg. AUM
$525.9M
Employees
7
Accounts
1,408
Location
San Antonio, TX

Brent Forrest & Associates, L.L.C. assets under management

Brent Forrest & Associates, L.L.C. operates as an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2011. It reports $525.9 million in regulatory assets under management and employs 7 people.
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Brent Forrest & Associates, L.L.C. owners & executives

3 reported
NameTitleOwnershipSince
Anders Olsen Storvik ControlManaging Partner/Cco/Client Advisor25-50%2020
Esmond M Pabilona ControlBusiness Development & Managing Partner25-50%2020
Priscilla Ann McKinley ControlPartner/Owner25-50%2016

Frequently asked questions

How much does Brent Forrest & Associates, L.L.C. manage?

Brent Forrest & Associates, L.L.C. reports $525.9 million in regulatory assets under management on its Form ADV.

How many employees does Brent Forrest & Associates, L.L.C. have?

Brent Forrest & Associates, L.L.C. reports 7 employees.

Where is Brent Forrest & Associates, L.L.C. located?

Brent Forrest & Associates, L.L.C. is based in San Antonio, TX and has been SEC-registered since 2011.

Does Brent Forrest & Associates, L.L.C. disclose fund performance?

Brent Forrest & Associates, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address366 W Sunset Rd, Building 4, San Antonio, TX 78209
Phone210-530-9599
Fax210-530-9740
Office hoursMon-Thurs Is 7:30 - 4p.m. And F 7:30 To 3p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$525.9M
Non-discretionary$0
Total (RAUM)$525.9M