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Forrest Financial Partners LLC

Forrest Financial Partners LLC. CRD 325055

F

CRD: 325055

Forrest Financial Partners LLC

Avon, CT, 06001
8602220232
forrestfinancialpartners.com
$35.8M Total AUM
$34.5M Disc. AUM
-- 3Y CAGR
2 Employees
27 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Citibank · Interactive Brokers
Clients
Retail
Platforms
WaveRadial +more
Established Date
03-24-2023
Office Locations
2

Office Locations

124 Simsbury Rd. Bldg. 1 Ste. 202 Avon CT
-- Cottonwood Heights UT

About Forrest Financial Partners LLC

Forrest Financial Partners is a boutique, independent fiduciary advising a select group of high-net-worth families. The firm delivers integrated investment management, financial planning, tax strategy, and estate/gift planning focused on growing and protecting legacy wealth. Portfolios are implemented largely with ETFs and public funds, and the team has been featured in outlets including Bloomberg and U.S. News.

Team overview

-- AVG AGE
$17.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Ember Delta wave Meridian Optima Timber Insight Momentum Vertex north

Client Personas

Foundation Oak vector

Custodian

Eagle North Ridge harbor Insight Prime unison

Fund Managers

Vertex signal

Investment Themes

Ridge north Frontier Foundation Prime Horizon

Investment Vehicles

Capital meridian Fusion signal

Services

Bridge capital Legacy value Legacy wave Quantum insight Oak Alpha timber Matrix Bridge Peak Timber Optima insight Meridian timber Harbor wave

Technology

Unison Vector ridge Matrix Vector Optima focus Unison element

Owner & Executives

C

Christopher Forrest Stevenson

Chief Compliance Officer, Managing Member, Managing Partner, SENIOR ADVISOR

CRD
#7689080
Ownership
75% or more
(434) 395-3947
momentum.foundation@vertexcapital.com
in linkedin.com/in/focus-vector

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Contacts

P

PETER FERGUS HUGHES

Chief Compliance Officer, Managing Partner, PRINCIPAL

CRD
#4887882
(422) 605-6082
bridge.vector@horizoncapital.com
in linkedin.com/in/legacy-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $34,518,392 --
Non-Discretionary $1,285,472 --
Total $35,803,864 --

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Separately Managed Accounts

Total SMA Asset: $35,803,864

$35.8M Total SMA
Equity - Exchange:
41.4%
Public Funds:
18.2%
U.S. Government/Agency:
40.4%
Asset class Assets Assets %
Equity - Exchange $3,054,919,017 41.4%
Public Funds $1,342,983,723 18.2%
U.S. Government/Agency $2,981,128,703 40.4%
Total $7,379,031,443 100.0%

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