Forward Investment Advisors, Inc.

Forward Investment Advisors, Inc. (CRD# 106143) is a financial advisory firm headquartered in Madison, WI. They manage $46,684,877 in 449 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    449
    ACCOUNTS
  • Average Account Value
    $103,975
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
The map below shows states where this firm has explicit registration only.

WI

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

Gregory Jones (CRD# 4170634) is an Investment Advisor Representative working at Forward Investment Advisors, Inc. in Madison, WI and has over 24 years of experience in the finance industry.

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