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FORWARD FINANCIAL LLC
CRD 316517
210 ELECTRA DRIVE, HOUSTON, TX, 77079, United States
Phone
713-561-5516
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$76.6M
Discretionary AUM
$76.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $17.8M |
| High net worth individuals | 35 | $58.7M |
All web addresses on file
Official SEC filing: View on IAPD