Overview
Assets Under Management: $1.2 billion
Headquarters: EDMOND, OK
High-Net-Worth Clients: 14
Average Client Assets: $40 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.69
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 6,594
Discretionary Accounts: 6,594
Regulatory Filings
CRD Number: 306480
Filing ID: 1963787
Last Filing Date: 2025-03-26 17:30:00
Website: https://forgefinancial.com