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Forward Uniplan Advisors, Inc. (Union Grove)


Forward Uniplan Advisors, Inc. is a large advisory firm based in Union Grove. It manages $435 million of regulatory assets for 1,681 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alaska, Arizona, California, and 26 other states.

Forward Uniplan Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Forward Uniplan Advisors: assets under management

The assets under management (AUM) of Forward Uniplan Advisors, Inc. is $435 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $435 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $258.77 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Forward Uniplan Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Union Grove

The principal office where Forward Uniplan Advisors, Inc. performs its advisory services is located at 22939 West Overson Road, Union Grove, WI 53182, which is also the mailing address of the firm. An additional office of the firm is in Camas, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-534-3000 or by fax 262-534-3425. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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