Forward Horizon Investment

RIAState Registered
Total AUM
$621K
Discretionary
$621K
100% of AUM
Avg account
$77.6K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
328222
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI94.74%
  • Individuals5.26%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Forward Horizon Investment is an independent, California-registered advisory firm organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals, families and small businesses and charges asset-based fees with the possibility of performance-based fee arrangements. Its business model centers on discretionary portfolio management rather than pension consulting or multi-state advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 4%, Public Funds/Mutual Funds 1%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents4%
  • Public Funds/Mutual Funds1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth