CRD: 106143
Forward Investment Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 1 advisory representatives and 158 clients, or 158 clients per representative. That equates to $385.6K in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- CRM
- Custodian
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- Platform
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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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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,622,895 | -- |
| Non-Discretionary | $299,472 | -- |
| Total | $60,922,367 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Forward Investment Advisors, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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