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 is listed with an SEC registration year of 2005. FINTRX classifies the firm as "Unclassified" and reports the owner type as a domestic entity and individual. The snapshot indicates the firm does not self-identify as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. Available records on business activities, advisory services, fee structure, client base and affiliations are sparse or blank. That limited disclosure, combined with the "Capital Allocator: No" flag, suggests Forge Securities is not operating publicly as a traditional asset manager allocating third‑party capital, or it may perform roles outside the typical RIA/manager profile captured by FINTRX.
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 52
Adam Augusiak-Boro
Registered RepresentativeCRD 6531085
John Lee
Operations LeaderCRD 4286644
Andrew Schofield
SVPCRD 2892200
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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