FORREST FINANCIAL PARTNERS LLC

FORREST FINANCIAL PARTNERS LLC of AVON, CT is an SEC-registered investment adviser (CRD 325055). Regulatory assets under management: $35.8M.

Registration

• CRD: 325055
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325055 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search