FORGE FINANCIAL SERVICES, LLC
Doing business as FORGE FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$1,457,365,476
Discretionary
$1,457,365,476
Non-discretionary
$0
Firm details
- CRD number
- 306480
- SEC file number
- 801-117938
- Main office
- EDMOND, OK, United States
- Employees
- 15
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.