THE FORBES SECURITIES GROUP LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
GREENWOOD VILLAGE, Colorado
CRD number
288142
Registered since
September 11, 2017

Firm profile

FINTRX

Overview

The Forbes Securities Group LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. FINTRX records show the firm registered with the SEC in 2017 and is owned by an individual. The profile flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser in the FINTRX entry. FINTRX does not supply detail on the firm's advisory activities, fee schedule, or client segments in the dataset provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 15
  • JAMES MORGAN

    Managing DirectorCRD 4864541

  • BROOKS CRANKSHAW

    Managing DirectorCRD 2734919

  • Daniel Pellegrino

    Managing Director & PartnerCRD 6865169

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

GREENWOOD VILLAGE, CO

ARAPAHOE

Location

GREENWOOD VILLAGE, CO

Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
ARAPAHOE
Address
6400 S Fiddlers Green Cir
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth