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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 51Adam 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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