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 first registered with the SEC in 2005. Public filings classify the firm as unclassified and list the owner type as a domestic entity/individual. The available records do not describe advisory activities, fee schedules, or client segments, and the firm does not identify itself as a multi-state adviser, pension consultant, or related adviser. Available data also indicates Forge Securities LLC does not act as a capital allocator and is not an active ESG investor. Reporting on operations and business lines is sparse in the public snapshot, which limits visibility into how the firm positions itself in the wealth-management or intermediary markets.
Assets & Accounts
Investments & Alternatives
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 51
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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