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FORREST INVESTMENT MANAGEMENT, INC.
CRD 141879
6022 SAN JOSE BLVD., SUITE 301, JACKSONVILLE, FL, 32217, United States
Phone
904-903-5567
Fax
904-903-5568
Registration
— (—)
Source
State registered
Total AUM
$85.2M
Discretionary AUM
$85.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-28
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $84.1M |
Official SEC filing: View on IAPD