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ONWARD ADVISORS LLC
CRD 316214 · SEC 801-126708
225 S. LAKE AVE PENTHOUSE, PASADENA, CA, 91101, United States
Phone
(213) 688-8000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
States served
CA
All web addresses on file
Official SEC filing: View on IAPD