Forward Investment Advisors, Inc.

Forward Investment Advisors, Inc. (CRD# 106143) is a financial advisory firm headquartered in Madison, WI. They manage $22,655,625 in 258 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $87,813
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Forward Investment Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gregory E. Jones
CRD#: 4170634
7818 Big Sky Drive, Suite 202, Madison, WI 53719
93
Wealthminder
score

Gregory Jones (CRD# 4170634) is an Investment Advisor Representative working at Forward Investment Advisors, Inc. in Madison, WI and has over 17 years of experience in the finance industry.

2
Raymond F. Unger
CRD#: 2491981
7818 Big Sky Drive, Suite 202, Madison, WI 53719
93
Wealthminder
score

Raymond Unger (CRD# 2491981) is an Investment Advisor Representative working at Forward Investment Advisors, Inc. in Madison, WI and has over 22 years of experience in the finance industry.

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