WEALTH FORWARD, LLC is a Fargo, North Dakota based financial advisory firm with nearly $140,230,137 in assets under management and provides investment advisory services for 918 clients. There are currently 3 financial advisors at the firm.
General Information |
| Firm CRD#: | 159467 | |
| SEC#: | 801-77905 | |
| Assets under Management: | $140,230,137 | |
| No. of Clients: | 918 | |
| No. of Advisors: | 3 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Pension Consulting Services | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |