FORREST FINANCIAL PARTNERS LLC

CRD 325055

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124 SIMSBURY RD., BLDG. 1 STE. 202, AVON, CT, 06001, United States

Phone

860-222-0232

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$35.8M

Discretionary AUM

$34.5M

Team

2 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsFAMILY OFFICE CONSULTING, RETIREMENT PLAN SERVICES

Client types

Type	Clients	AUM
Individuals	14	$29.8M
High net worth individuals	13	$6.0M

All web addresses on file

https://www.forrestfinancialpartners.com
https://twitter.com/ForrestFinP
https://www.linkedin.com/company/forrest-financial-partners

Official SEC filing: View on IAPD