FORWARD INVESTMENT ADVISORS, INC.

FORWARD INVESTMENT ADVISORS, INC. of MADISON, WI is an SEC-registered investment adviser (CRD 106143). Regulatory assets under management: $60.9M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 106143
• SEC file number: 801-45584
• Type: Registered investment adviser
• Location: 702 N HIGH POINT ROAD, SUITE 202, MADISON, WI, 53717
• Phone: 608-833-9400
• Latest filing: 2026-03-17
• Regulatory AUM: $60.9M
• Discretionary AUM: $60.6M
• Non-discretionary AUM: $299K
• Clients: 1
• Accounts: 442

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 106143 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search