Forward Financial LLC

Overview

Forward Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and positions itself as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Its fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser, indicating its operations are concentrated within a single state jurisdiction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices