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Home > Retirement Planners > connecticut > greenwich > FORWARD CONSUMER PARTNERS, LLC
FORWARD CONSUMER PARTNERS, LLC
2 Sound View Drive
Greenwich, Connecticut 06830
Tel: 203-485-4700
About FORWARD CONSUMER PARTNERS, LLC
FORWARD CONSUMER PARTNERS, LLC, formally registered with the SEC as FORWARD CONSUMER PARTNERS, LLC. The firm was established in 12/05/2023. They have over 1 offices throughout the country.
FORWARD CONSUMER PARTNERS, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $425,000,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327847 |
| SEC# | 801-129028 |
| Assets Managed by Firm | $425,000,000 |
| No. of Clients | 3 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $425,000,000 |
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