Brent Forrest & Associates

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Last updated: February 18th, 2020. Data source: SEC filings.

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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.

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Firm Information


Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 11
Percentage of Advisors Trusted 50%
Minimum Investment $500,000
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
State(s) Registered TX

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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