F
CRD: 141879
Forrest Investment Management, Inc.
Jacksonville, FL, 32217
9049035567
$85.2M Total AUM
$85.2M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-20-1992
- Office Locations
- 1
Office Locations
6022 SAN Jose Blvd. Suite 301 Jacksonville FL
About Forrest Investment Management, Inc.
Forrest Investment Management, Inc. is a Jacksonville-based RIA. The firm has been operating for 33 years. Managing $85.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$85.2M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
33.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Zenith Vertex vital Quantum vital Pathway
Investment Themes
Delta pathway
Investment Vehicles
Peak
Services
Legacy glacier Frontier oak North meridian
Owner & Executives
CHRISTOPHER FORREST SKINNER
Chief Compliance Officer, President
- CRD
- #2014538
- Ownership
- 75% or more
(358) 556-7124
peak.atlas@vitalcapital.com
in linkedin.com/in/signal-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,153,806 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,153,806 | -- |
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Separately Managed Accounts
Total SMA Asset: $85,153,806
Equity - Exchange:
22.1% Cash:
77.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,948,597,707 | 22.1% |
| Cash | $6,868,586,487 | 77.9% |
| Total | $8,817,184,194 | 100.0% |