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ONWARD ADVISORS LLC

CRD 316214 · SEC 801-126708

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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