CRD: 117546
Forrest Financial Services
$154.0M Total AUM
$154.0M Disc. AUM
-- 3Y CAGR
2 Employees
100 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2001
- Office Locations
- 1
Office Locations
6611 University AVE Suite 201 DES Moines IA
About Forrest Financial Services
Forrest Financial Services is an independent, fee-only RIA in Windsor Heights, Iowa providing fiduciary financial planning and discretionary portfolio management. The firm builds customized, risk-based asset allocation portfolios with a heavy ETF and fixed-income orientation and emphasizes ongoing client communication. Custody is maintained at Charles Schwab.
Team overview
76 AVG AGE
$77.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
23.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
North Zenith Zenith optima
Custodian
Unison peak Harbor meridian Peak
Investment Themes
North
Investment Vehicles
Unison Foundation
Services
Alpha Peak Optima Harbor foundation Beacon wave Element Element Horizon
Owner & Executives
Peter John Deacon
Certified Financial Planner, Chief Compliance Officer
- CRD
- #4864977
- Ownership
- 75% or more
(810) 384-8581
bridge.legacy@radialcapital.com
in linkedin.com/in/insight-optima
Showing 1 of 1 owners & executives
Unlock allContacts
STEPHEN EUGENE FORREST
Certified Financial Planner
- CRD
- #4528953
(853) 678-1116
fusion.delta@primecapital.com
in linkedin.com/in/legacy-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,000,000 | $385,000 |
| Non-Discretionary | $0 | -- |
| Total | $154,000,000 | $385,000 |
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Separately Managed Accounts
Total SMA Asset: $154,000,000
Public Funds:
23.0% U.S. Government/Agency:
5.2% Equity - Exchange:
19.3% Cash:
17.7% Corporate - Investment Grade:
10.7% Municipal Bonds:
24.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $645,838,356 | 23.0% |
| U.S. Government/Agency | $146,015,628 | 5.2% |
| Equity - Exchange | $541,942,620 | 19.3% |
| Cash | $497,014,735 | 17.7% |
| Corporate - Investment Grade | $300,455,235 | 10.7% |
| Municipal Bonds | $676,726,278 | 24.1% |
| Total | $2,807,992,852 | 100.0% |