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, individual-owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services; its advisory offerings explicitly include market timing services. Its compensation mixes AUM-based fees with hourly charges. The firm reports it does not position itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
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
- 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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