← Tributary

FORWARD CONSUMER PARTNERS, LLC

GREENWICH, CT · CRD 327847 · IAPD ↗ · 203-485-4700

$425.0MRegulatory AUM
13Advisory reps
18Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
July 2025 — FORWARD CONSUMER PARTNERS, LLC grew from 6 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — FORWARD CONSUMER PARTNERS, LLC now reports custody of client assets ($4.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2024 — FORWARD CONSUMER PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.