FORWARD HORIZON INVESTMENT

FORWARD HORIZON INVESTMENT is an SEC-registered investment adviser (CRD 328222). Regulatory assets under management: $621K.

Registration

• CRD: 328222
• Type: Registered investment adviser
• Phone: 650-704-6941
• Latest filing: 2026-03-23
• Regulatory AUM: $621K
• Discretionary AUM: $621K
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Performance.

Clients served: 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 328222 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search