The Forbes Securities Group LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
14
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 data as an investment bank. It registered with the SEC in 2017 and is owned by an individual. The firm is not listed as a capital allocator and is not identified as an active ESG investor. FINTRX flags it as not a multi-state adviser, not newly formed for advisory purposes, not a pension consultant, and not a related adviser. The available records do not describe the firm's advisory activities, fee structure, client types, or other business lines, so its public profile is limited to regulatory classification and a small set of operational attributes.

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 14
  • James Morgan

    James Morgan

    Managing DirectorCRD 4864541

  • Brooks Crankshaw

    Brooks Crankshaw

    Managing DirectorCRD 2734919

  • Daniel Pellegrino

    Daniel Pellegrino

    Managing Director & PartnerCRD 6865169

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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