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Franklin Robert Forward

IRVINGTON CAPITAL LLC·PORTLAND, Oregon
Clean recordIRVINGTON CAPITAL LLC
720 SW WASHINGTON STREET, PORTLAND, OR 97205CRD# 5689947Firm CRD# 147054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Franklin Robert Forward · PORTLAND, OR
Registration
CRD #5689947 · IRVINGTON CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Franklin Robert Forward is a registered financial advisor based in PORTLAND, Oregon, affiliated with IRVINGTON CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
IRVINGTON CAPITAL LLC
IRVINGTON CAPITAL LLC
AUM
$58M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at IRVINGTON CAPITAL LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5689947
Firm CRD# 147054
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Franklin Robert Forward offer?
Franklin Robert Forward specializes in Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Franklin Robert Forward's credentials?
Franklin Robert Forward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Franklin Robert Forward located?
Franklin Robert Forward is based in PORTLAND, Oregon, working with IRVINGTON CAPITAL LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Franklin Robert Forward charge for services?
Franklin Robert Forward's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IRVINGTON CAPITAL LLC?
IRVINGTON CAPITAL LLC is a registered investment adviser with the SEC, managing $58M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at IRVINGTON CAPITAL LLC

Michael Standifer Elfers
PORTLAND, OR
Paul James Carlin
PORTLAND, OR
Daniel Scott Waldo Watson
PORTLAND, OR

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Research
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