WEALTH FORWARD, LLC

Tel: 701-293-5789

2632 47th St S.
Suite 107
Fargo, North Dakota 58104

About WEALTH FORWARD, LLC

WEALTH FORWARD, LLC is a Fargo, North Dakota based financial advisory firm with nearly $197,216,763 in assets under management and provides investment advisory services for 965 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:		159467
SEC#:		801-77905
Assets under Management:		$197,216,763
No. of Clients:		965
No. of Advisors:		2
Advisory Services Provided:		Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services
Fee Structure:		A percentage of AUM, Hourly charges, Fixed fees

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