Forward Management, LLC
Forward Management, LLC (CRD# 109193) is a financial advisory firm headquartered in San Francisco, CA. They manage $860,402,615 in 170 accounts and serve the financial needs of clients across 51 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management860MILLION
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Total Number of Accounts170ACCOUNTS
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Average Account Value$5,061,192
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
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
No Advisor Found.
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