← Back to searchVisit website
FORWARD INVESTMENT ADVISORS, INC.
CRD 106143 · SEC 801-45584
702 N HIGH POINT ROAD, SUITE 202, MADISON, WI, 53717, United States
Phone
608-833-9400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.9M
Discretionary AUM
$60.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $60.6M |
| Pension/profit sharing plans | 1 | $299K |
| Charitable organizations | 1 | $52K |
All web addresses on file
Official SEC filing: View on IAPD