FWD INVESTMENTS INC.
CRD #107789 SEC #801-55781 DENVER, CO 303-291-5223
SEC Registered
Total AUM
$55M
Discretionary
$0
Employees
5
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2010 | $71M | $0 | $71M | 5 | -- |
| Feb 2009 | $62M | $0 | $62M | 5 | -- |
| Apr 2007 | $111M | $0 | $111M | 5 | -- |
| Mar 2006 | $111M | $0 | $111M | 5 | -- |
| Jan 2006 | $55M | $0 | $55M | 5 | -- |
| Sep 2005 | $55M | $0 | $55M | 5 | -- |
| Aug 2004 | $40M | $0 | $40M | 5 | -- |
| Nov 2001 | $128M | $0 | $128M | 5 | -- |
DateFeb 2010
Total AUM$71M
Discretionary$0
Non-Disc.$71M
Employees5
Clients--
DateFeb 2009
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees5
Clients--
DateApr 2007
Total AUM$111M
Discretionary$0
Non-Disc.$111M
Employees5
Clients--
DateMar 2006
Total AUM$111M
Discretionary$0
Non-Disc.$111M
Employees5
Clients--
DateJan 2006
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateSep 2005
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateAug 2004
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateNov 2001
Total AUM$128M
Discretionary$0
Non-Disc.$128M
Employees5
Clients--