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Building 2FORREST FINANCIAL SERVICES

Map pinWINDSOR HEIGHTS, IA
Phone(515) 277-3495
NotebookSEC #801-133938
Total AUM
$154M
Employees
2
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6611 UNIVERSITY AVE.
SUITE 201
WINDSOR HEIGHTS
IA 50324
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(515) 277-3495

ReceiptFinancials

Total AUM
$154M
Accounts
400
Discretionary
$154M
Accounts
400
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
54
AUM
$44M
HNW Individual Clients
46
AUM
$110M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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