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FORWARD MANAGEMENT, LLC
FORWARD MANAGEMENT, LLC
SAN FRANCISCO, California
·
1 registered advisor
·
CRD# 109193
SEC# 801-55746
1
415-869-6300
01
Firm Overview
AUM
$860M
Regulatory assets under management
Employees
44
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at FORWARD MANAGEMENT, LLC
1 registered advisor
David Huaiming Chow
SAN FRANCISCO, California
CRD# 1401207
05
Office Locations
SAN FRANCISCO, California
1 advisor
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Data sourced from SEC Form ADV filings. FORWARD MANAGEMENT, LLC (CRD# 109193) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.