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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-22-2021
- Office Locations
- 1
Office Locations
About Forward Financial LLC
Forward Financial is an independent, fiduciary wealth manager serving individuals and families, including business owners, with holistic financial planning and disciplined portfolio management. The firm applies Nobel Prize-winning market research to build and monitor allocations, rebalance, manage risk and income, and coordinate tax/estate and exit planning. Investment governance is supported by a third-party Investment Policy Committee and a nationwide advisor network; accounts are custodied at Schwab.
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Owner & Executives
CLARK R FORWARD
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Owner
- CRD
- #4794565
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,586,109 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,586,109 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,586,109
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,894,888,069 | 35.5% |
| Equity - Exchange | $1,451,857,901 | 27.2% |
| Cash | $1,990,966,901 | 37.3% |
| Total | $5,337,712,871 | 100.0% |