Forward Horizon Investment
RIAState Registered
Total AUM
$621K
Discretionary
$621K
100% of AUM
Avg account
$77.6K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328222
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI94.74%
- Individuals5.26%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Forward Horizon Investment is an independent, California-registered advisory firm organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals, families and small businesses and charges asset-based fees with the possibility of performance-based fee arrangements. Its business model centers on discretionary portfolio management rather than pension consulting or multi-state advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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