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Forward Financial Advisors, LLC

Forward Financial Advisors, LLC. CRD 307677

Forward Financial Advisors, LLC logo

CRD: 307677

Forward Financial Advisors, LLC

North BAY Village, FL
7868771891
forwardfinancialadv.com
$22.9M Total AUM
$22.3M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Nationwide
Clients
Retail
Platforms
Harbor zenith
Established Date
02-26-2020
Office Locations
1

Office Locations

-- North BAY Village FL

About Forward Financial Advisors, LLC

Forward Financial Advisors, LLC is a Florida-based planning firm serving retail clients with financial planning, investment advice/management, and insurance guidance. Portfolios are built primarily with public funds and ETFs, alongside U.S. government bonds and cash. Founder/CEO Molly Ann Shrauner is a CFP with Series 65 and insurance licenses and brings 25+ years in the industry, including experience with Charles Schwab, AIG, and MassMutual.

Team overview

-- AVG AGE
$22.9M AVG AUM / ADVISOR
$572.9K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

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Asset Classes

Capital Ember ridge

Custodian

Signal horizon Harbor

Investment Themes

Prime Quantum Peak

Investment Vehicles

Unison

Services

Eagle Oak timber Glacier Pathway ember Element pathway Pioneer pioneer Pioneer matrix Wave insight Legacy matrix

Technology

North prime

Owner & Executives

MOLLY ANN SHRAUNER

MOLLY ANN SHRAUNER

Chief Compliance Officer, Managing Member

CRD
#2634699
Ownership
75% or more
(764) 588-6760
capital.pioneer@ridgecapital.com
in linkedin.com/in/crest-ember

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $22,271,000 --
Non-Discretionary $643,000 --
Total $22,914,000 --

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Separately Managed Accounts

Total SMA Asset: $22,914,000

$22.9M Total SMA
Public Funds:
17.9%
Equity - Exchange:
25.4%
U.S. Government/Agency:
22.1%
Cash:
34.6%
Asset class Assets Assets %
Public Funds $1,191,229,760 17.9%
Equity - Exchange $1,690,348,374 25.4%
U.S. Government/Agency $1,470,736,184 22.1%
Cash $2,302,600,542 34.6%
Total $6,654,914,860 100.0%

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