FORGE SECURITIES LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
51
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
134596
Registered since
July 29, 2005

Firm profile

FINTRX

Overview

Forge Securities LLC is organized as a limited liability company and has been SEC-registered since 2005. Publicly disclosed metadata classifies the firm as "Unclassified" and lists its ownership as a combination of a domestic entity and an individual. Available filings indicate several specific attributes: Forge Securities does not identify as a capital allocator, is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. Key operational fields—such as client base composition, fee structure, business activities, and advisory activities—are not reported in the source dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 51
  • Adam Augusiak-Boro

    Registered RepresentativeCRD 6531085

  • JOHN LEE

    Operations LeaderCRD 4286644

  • Andrew Schofield

    SVPCRD 2892200

Unlock 48 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
4 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth