Onward Financial Advising LLC
RIAState Registered
Total AUM
$6.6K
Discretionary
$6.6K
100% of AUM
Avg account
$6.6K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329602
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Onward Financial Advising LLC is a Washington-registered limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual and bills clients through a mix of asset-based fees, hourly charges, and fixed fees. Its public filings indicate a focus on equity investments and no active engagement with ESG-focused investing. The adviser operates under a simple advisory model rather than as a capital allocator or pension consultant.
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 Equities97%
- Cash & Cash Equivalents3%
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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