THE FORBES SECURITIES GROUP LLC
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 288142
- Registered since
- September 11, 2017
- Website
- forbesma.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 15JAMES MORGAN
Managing DirectorCRD 4864541
BROOKS CRANKSHAW
Managing DirectorCRD 2734919
Daniel Pellegrino
Managing Director & PartnerCRD 6865169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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