FORWARD FINANCIAL LLC

FORWARD FINANCIAL LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 316517). Regulatory assets under management: $76.6M.

Registration

• CRD: 316517
• Type: Registered investment adviser
• Location: 210 ELECTRA DRIVE, HOUSTON, TX, 77079
• Phone: 713-561-5516
• Latest filing: 2026-06-05
• Regulatory AUM: $76.6M
• Discretionary AUM: $76.6M
• Clients: 1
• Accounts: 228

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316517 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search