Forward Management, LLC

Forward Management, LLC (CRD# 109193) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,293,207,317 in 667 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,293
    MILLION
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $4,937,342
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Forward Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Ronald A. Caldwell
CRD#: 727534
101 California St, 16th Floor, San Francisco, CA 94111
96
Wealthminder
score

Ronald Caldwell (CRD# 727534) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 35 years of experience in the finance industry. Ronald Caldwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lee G. Partridge
CRD#: 2266175
101 California St, 16th Floor, San Francisco, CA 94111
96
Wealthminder
score

Lee Partridge (CRD# 2266175) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.

3
James P. Sivco
CRD#: 2676228
101 California St, 16th Floor, San Francisco, CA 94111
96
Wealthminder
score

James Sivco (CRD# 2676228) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

4
Paul A. Bachtold
CRD#: 2857451
101 California St, 16th Floor, San Francisco, CA 94111
93
Wealthminder
score

Paul Bachtold (CRD# 2857451) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

5
John A. Blaisdell
CRD#: 4638025
101 California St, 16th Floor, San Francisco, CA 94111
93
Wealthminder
score

John Blaisdell (CRD# 4638025) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

6
Eric A. Glapion
CRD#: 1496361
101 California Street, 16th Floor, San Francisco, CA 94111
93
Wealthminder
score

Eric Glapion (CRD# 1496361) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

7
William R. Guinn
CRD#: 4901671
101 California St, 16th Floor, San Francisco, CA 94111
93
Wealthminder
score

William Guinn (CRD# 4901671) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

8
Stephanie S. Selinger
CRD#: 4234676
101 California St, 16th Floor, San Francisco, CA 94111
93
Wealthminder
score

Stephanie Selinger (CRD# 4234676) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.

9
Franco F. Solorzano
CRD#: 1922954
101 California St, 16th Floor, San Francisco, CA 94111
93
Wealthminder
score

Franco Solorzano (CRD# 1922954) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 26 years of experience in the finance industry.

10
Andrew C. Waddell
CRD#: 3234944
101 California St, 16th Floor, San Francisco, CA 94111
93
Wealthminder
score

Andrew Waddell (CRD# 3234944) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.

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