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Building 2FORGE FINANCIAL

Map pinEDMOND, OK
Phone405-340-1600
NotebookSEC #801-117938
Total AUM
$1.5B
Employees
15
Clients
4,685

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2901 SOUTH BRYANT AVENUE
EDMOND
OK 73013
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
405-340-1600
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
7,427
Discretionary
$1.5B
Accounts
7,427
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,617
AUM
$636.7M
HNW Individual Clients
1,057
AUM
$814.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
1
AUM
$304.8K
Corporation or Business Clients
9
AUM
$4.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAIAINKSLAMOMSNMOHOKTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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