FORWARD VENTURES SERVICES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
162050

Firm profile

FINTRX

Overview

Forward Ventures Services, LLC operates as a limited liability company focused on investment activities, particularly in the realm of venture capital. The firm is structured as an individual-owned entity and is involved in managing pooled investment vehicles. While it does not classify itself under traditional advisory activities or as a capital allocator, it plays a role in sponsoring and managing investment funds. The firm does not actively pursue ESG (Environmental, Social, and Governance) investments and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • IVOR ROYSTON

    Executive ChairmanCRD 6042831

  • STUART COLLINSON

    PartnerCRD 1859267

  • STANDISH FLEMING

    Founding & Managing PartnerCRD 6042827

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
9255 Towne Centre Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth