Is this your firm? Access your profile
Last updated: February 18th, 2020. Data source: SEC filings.
Views: 13. Downloads: 0. info_outline
Brent Forrest & Associates, federally registered in 2011, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Brent Forrest & Associates manages $288.7 million and provides investment advisory services for 335 clients (1:335 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||11|
|Percentage of Advisors Trusted||50%|
|Average Client Balance||$861,823|
|Total AUM||$288.7 million|
|Advisor / Client Ratio||1:335|
|Headquarters||San Antonio, TX|
|SEC Filings||View SEC IAPD CRD #126266|