Forward Financial Advisors, LLC

Forward Financial Advisors, LLC (CRD# 307677) is a financial advisory firm headquartered in , . They manage $13,300,000 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://forwardfinancialadv.com/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $156,471
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Forward Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Molly Shrauner, financial advisor North Bay Village FL
Molly A. Shrauner
CRD#: 2634699
North Bay Village, FL

Molly Shrauner (CRD# 2634699) is an Investment Advisor Representative working at Forward Financial Advisors, LLC in North Bay Village, FL and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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