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).
Current Firm Details
By the Numbers
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Total Assets Under Management47MILLION
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Total Number of Accounts449ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Forward Investment Advisors, Inc.
1
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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