FORWARD FINANCIAL ADVISORS, LLC

FORWARD FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 307677). Regulatory assets under management: $22.9M.

Registration

• CRD: 307677
• Type: Registered investment adviser
• Phone: 786-877-1891
• Latest filing: 2026-04-22
• Regulatory AUM: $22.9M
• Discretionary AUM: $22.3M
• Non-discretionary AUM: $643K
• Clients: 1
• Accounts: 136

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307677 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search