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FORGE FINANCIAL
2901 South Bryant Avenue
Edmond, Oklahoma 73013
Tel: 405-340-1600
About FORGE FINANCIAL
FORGE FINANCIAL, formally registered with the SEC as FORGE FINANCIAL. The firm was established in 01/15/2020. They have over 2 offices throughout the country.
FORGE FINANCIAL is a Edmond, Oklahoma based Financial Planning firm with nearly $1,008,864,970 assets under management, offering retirement planning & investment advisory services to 6173 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306480 |
| SEC# | 801-117938 |
| Assets Managed by Firm | $1,008,864,970 |
| No. of Clients | 6173 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6173 | $1,008,864,970 |
| Individuals (other than high net worth individuals) | 3243 | $493,848,535 |
| High net worth individuals | 810 | $510,840,860 |
| Pension and profit sharing plans | Fewer than 5 clients | $770,707 |
| Charitable organizations | Fewer than 5 clients | $802,037 |
| Corporations or other businesses | 9 | $2,602,831 |
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|---|---|---|---|
| $11,569,058,289 | 2265 | 50 | |
| $10,174,416,057 | 84 | 17 | |
| $6,272,435,135 | 6 | 17 | |
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| $5,015,687,471 | 10586 | 101 |
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