# FORREST FINANCIAL PARTNERS LLC

FORREST FINANCIAL PARTNERS LLC of AVON, CT is an SEC-registered investment adviser.

## Registration

- CRD: 325055
- Type: SEC-registered investment adviser
- Location: 124 SIMSBURY RD., AVON, CT, 06001
- Phone: 860-222-0232
- Latest filing: 2026-03-24
- Regulatory AUM: $35.8M
- Discretionary AUM: $34.5M
- Non-discretionary AUM: $1.3M
- Clients: 2
- Accounts: 91

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325055/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325055/similar
- Related entities: https://search.stillhousedata.com/firm/325055/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325055

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.