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Building 2FORWARD MANAGEMENT, LLC

Map pinSAN FRANCISCO, CA
Phone415-869-6300
NotebookSEC #801-55746
Total AUM
$860.4M
Employees
44
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
244 CALIFORNIA STREET
SUITE 200
SAN FRANCISCO
CA 94111
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
415-869-6300
Other Offices
1

ReceiptFinancials

Total AUM
$860.4M
Accounts
170
Discretionary
$860.4M
Accounts
170
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
118
AUM
$34.7M
HNW Individual Clients
29
AUM
$50.3M
Investment Company Clients
4
AUM
$723.9M
Pension/Profit Sharing Plan Clients
5
AUM
$854.5K
Charitable Organization Clients
5
AUM
$4M
Corporation or Business Clients
9
AUM
$46.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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