Forward Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 307677
- Website
- forwardfinancialadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals51.56%
- HNWI48.44%
- Services
- Financial PlanningPortfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Forward Financial Advisors, LLC is an independent, privately owned registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm combines fee-based portfolio management and financial planning with insurance brokerage services. Its advisory work includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and market-timing services. Compensation is primarily a percentage of assets under management, supplemented by hourly fees. The firm does not self-identify as an active ESG investor and is not organized as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds60%
- Exchange Traded Equities30%
- US Government Bonds7%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Molly Shrauner
FounderCRD 2634699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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