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 a limited liability company that has been SEC-registered since 2005. Publicly filed metadata lists the firm as owned by a domestic entity/individual and classifies it as "Unclassified." The firm is not identified as a capital allocator, does not self-report as an active ESG investor, and is not listed as a pension consultant or related adviser. The firm has not supplied detailed descriptions of its advisory services, client mix, fee schedules, or core business activities in the provided data set, so there is limited visibility into its service model, target clients, or investment approach beyond the registry-level attributes above.
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
Simon Yun
DirectorCRD 5675330

Edith David
RIA ComplianceCRD 4187931
Amanda Calvillo
Compliance AssociateCRD 6734744
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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