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FORWARD FINANCIAL ADVISORS, LLC

CRD 307677

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$22.9M

Discretionary AUM

$22.3M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Market timing

Client types

TypeClientsAUM
Individuals33$11.8M
High net worth individuals7$11.1M

All web addresses on file

Official SEC filing: View on IAPD