Forward Management, LLC

Forward Management, LLC (CRD# 109193) is a financial advisory firm headquartered in San Francisco, CA. They manage $895,766,728 in 162 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    896
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $5,529,424
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
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, WY

Financial Advisors at Forward Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Paul A. Bachtold
CRD#: 2857451
244 California Street, Suite 200, San Francisco, CA 94111

Paul Bachtold (CRD# 2857451) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.

2
William K. Enszer
CRD#: 5087065
244 California Street, Suite 200, San Francisco, CA 94111

William Enszer (CRD# 5087065) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

3
Kandace K. Kaylor
CRD#: 4561084
244 California Street, Suite 200, San Francisco, CA 94111

Kandace Kaylor (CRD# 4561084) 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.

4
Gregory A. Reid
CRD#: 2176683
244 California Street, Suite 200, San Francisco, CA 94111

Gregory Reid (CRD# 2176683) is an Investment Advisor Representative working at Forward Management, LLC in San Francisco, CA and has over 29 years of experience in the finance industry.

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