Forward Horizon Investment

Forward Horizon Investment (CRD# 328222) is a financial advisory firm headquartered in , . They manage $250,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/company/forward-horizon-investment/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Forward Horizon Investment
Showing 1 - 1 of 1 top financial advisors.
1
Zhou Yu, financial advisor Millbrae CA
Zhou Yu
CRD#: 7803970
Millbrae, CA

Zhou Yu (CRD# 7803970) is an Investment Advisor Representative working at Forward Horizon Investment in Millbrae, CA and has 1 year 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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