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FORGELIGHT LLC

8551 Nw 30th Terrace
Miami, Florida 33122
Tel: 3058479770

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About FORGELIGHT LLC

FORGELIGHT LLC, formally registered with the SEC as FORGELIGHT LLC. The firm was established in 03/31/2020. They have over 2 offices throughout the country.

FORGELIGHT LLC is a Miami, Florida based Financial Planning firm with nearly $1,748,029,926 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#307944
SEC#801-118342
Assets Managed by Firm$1,748,029,926
No. of Clients7
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total7$1,748,029,926

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