Brent Forrest & Associates, LLC

Brent Forrest & Associates, LLC (CRD# 126266) is a financial advisory firm headquartered in San Antonio, TX. They manage $210,056,023 in 929 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    929
    ACCOUNTS
  • Average Account Value
    $226,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Brent Forrest & Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brent L. Forrest
CRD#: 1612253
4077 De Zavala, Ste 2, San Antonio, TX 78249
93
Wealthminder
score

Brent Forrest (CRD# 1612253) is an Investment Advisor Representative working at Brent Forrest & Associates, LLC in San Antonio, TX and has over 29 years of experience in the finance industry.

2
Priscilla A. McKinley
CRD#: 1924315
4077 De Zavala, Ste 2, San Antonio, TX 78249
93
Wealthminder
score

Priscilla McKinley (CRD# 1924315) is an Investment Advisor Representative working at Brent Forrest & Associates, LLC in San Antonio, TX and has over 27 years of experience in the finance industry.

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