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Forrest Financial Services L.L.C.

● SEC registered since 2025CRD 117546SEC# 801-133938Windsor Heights, IA
Export (members)
Reg. AUM
$127M
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 $127 million in regulatory assets under management and employs 2 people.
forrestfinancialservices.comView on SEC.gov ↗

Forrest Financial Services L.L.C. owners & executives

1 reported
NameTitleOwnershipSince
Peter John Deacon ControlMember, Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Forrest Financial Services L.L.C. manage?

Forrest Financial Services L.L.C. reports $127 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

Address6611 University Ave., Suite 201, Windsor Heights, IA 50324
Phone(515) 277-3495
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$127M
Non-discretionary$0
Total (RAUM)$127M