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Onward Advisors LLC

● SEC registered since 2022CRD 316214SEC# 801-126708Los Angeles, CA
Export (members)
Reg. AUM
Employees
5
Accounts
Location
Los Angeles, CA

Onward Advisors LLC assets under management

Onward Advisors LLC operates as an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2022. It employs 5 people.

Onward Advisors LLC owners & executives

9 reported
NameTitleOwnershipSince
Christopher Michael Mone ControlPrincipalUnder 5%2022
Erin Kathleen Preston ControlChief Compliance OfficerUnder 5%2022
Robert Frederic Limmer ControlPrincipal- Chief Growth OfficerUnder 5%2022
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Frequently asked questions

How many employees does Onward Advisors LLC have?

Onward Advisors LLC reports 5 employees.

Where is Onward Advisors LLC located?

Onward Advisors LLC is based in Los Angeles, CA and has been SEC-registered since 2022.

Does Onward Advisors LLC disclose fund performance?

Onward Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1000 Wilshire Boulevard, Suite 900, Los Angeles, CA 90017
Phone(213) 688-8000
Office hours8 a.m. - 5 p.m. Eastern Time
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo