CRD: 106143
Forward Investment Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-09-1994
- Office Locations
- 1
Office Locations
About Forward Investment Advisors, Inc.
Forward Investment Advisors is a Madison, WI fee-based RIA providing personalized financial planning and investment management for individuals and families. The firm builds goal-driven, risk-aware portfolios using a balanced mix of no-load mutual funds, ETFs, bonds, and individual stocks across asset classes. Clients receive quarterly investment/performance reporting with transparent fee invoicing; custody includes Charles Schwab.
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Investment Themes
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Owner & Executives
RAYMOND FRANK UNGER
Chairman, DIRECTOR
- CRD
- #2491981
- Ownership
- 50% but less than 75%
GREGORY EDWARD JONES
DIRECTOR, President
- CRD
- #4170634
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,622,895 | -- |
| Non-Discretionary | $299,472 | -- |
| Total | $60,922,367 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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