Summary
Forrest Financial Services LLC
Description
Independent, fee only, financial planning and investment advisory firm. We take great pride in our subject matter expertise and the outstanding service we provide to our clients.
Strengths
- Revenue growth is more steady than the industry average
Weaknesses
- Forrest Financial Services LLC has a very small market share in their industry
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- Since Forrest Financial Services LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Forrest Financial Services LLC's annual revenue
$1279000
Based on Kona Equity data
-
Revenue per employee
$213167
-
Variance of revenue growth
0.23
-
Annual revenue growth since founding
$71055
-
Revenue growth rate from first known quarter to current
-72.2%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-73.9%
Executives
Kelly Heffron
No Title Available
k**@forrestfinancialservices.comCameron Forrest
Financial Controller
c**@forrestfinancialservices.comSusan Forrest
Office Manager
s**@forrestfinancialservices.comStuart Reed
Owner
s**@forrestfinancialservices.comHector Forrest
Principal and General Manager
h**@forrestfinancialservices.comPete Deacon
Manager, Member, Wealth
p**@forrestfinancialservices.comG Score - 1
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G5 Variance of revenue growth is less than the industry average
Location
Unlock unlimited leads
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Key Information
- Name: Forrest Financial Services LLC
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 1 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Forrest Financial Services LLC's headquarters are located at 6611 University Ave. Ste. 201 Windsor Heights, IA 50324.
Forrest Financial Services LLC's official website is forrestfinancialservices.com
Forrest Financial Services LLC's annual revenue is $1.3 M.
Forrest Financial Services LLC's SIC: 62
Forrest Financial Services LLC's NAICS: 523; 52.
Forrest Financial Services LLC has 6 employees
Forrest Financial Services LLC is in the industry of Professional training & coaching.
