Forge Securities LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 134596
- Registered since
- July 29, 2005
- Website
- sharespost.com
Firm profile
FINTRXOverview
Forge Securities LLC is organized as a limited liability company and appears in SEC records dating back to 2005. Filings indicate an ownership mix that includes a domestic entity and an individual. The dataset classifies the firm as unclassified and does not list it as a capital allocator, pension consultant, related adviser or a multi-state adviser. The firm also does not identify itself as an active ESG investor. Public disclosures in the provided dataset do not include details on the firm's client base, fee schedule, or specific advisory and business activities. That limited reporting leaves the firm's target clientele, service model and investment strategy unclear from these records alone.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 54
Simon Yun
DirectorCRD 5675330

Charles Patrick
Senior PartnerCRD 4491463

Edith David
RIA ComplianceCRD 4187931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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