FORREST INVESTMENT MANAGEMENT, INC.

FORREST INVESTMENT MANAGEMENT, INC. of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 141879). Regulatory assets under management: $85.2M.

Registration

• CRD: 141879
• Type: Registered investment adviser
• Location: 6022 SAN JOSE BLVD., JACKSONVILLE, FL, 32217
• Phone: 904-903-5567
• Latest filing: 2026-01-28
• Regulatory AUM: $85.2M
• Discretionary AUM: $85.2M
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141879 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search