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THE FORUM FINANCE GROUP SA
CRD 284407 · SEC 801-108036
RUE DU RHONE 65, GENEVA, CA, CH-1204, Switzerland
Phone
+41 22 552 83 00
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.21B
Discretionary AUM
$1.60B
Team
27 total employees; 19 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Commissions; Performance-based fees; FUND RETROCESSIONS
Org form
Corporation
Filing date
2025-12-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Publication of periodicalsFAMILIY OFFICE SERVICES, PORTFOLIO MANAGEMENT FOR LIFE INSURANCE COMPANIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 329 | $200.0M |
| High net worth individuals | 279 | $1.40B |
| Pooled investment vehicles | 2 | $205.0M |
| Insurance companies | 70 | $403.0M |
States served
CA, NY, TX, FL
All web addresses on file
- HTTPS://BUSINESS.GOOGLE.COM/U/0/DASHBOARD/L/00040452954381389514?HL=FR-CH&UTM_SOURCE=GOOGLE&UTM_MEDIUM=ET&UTM_CAMPAIGN=WW-WW-ET-
- HTTPS://WWW.GOOGLE.CH/URL?SA=T&RCT=J&Q=&ESRC=S&SOURCE=WEB&CD=13&CAD=RJA&UACT=8&VED=0AHUKEWIY-MPGMVDXAHXJOXOKHXKIA-GQFGICATAM&URL
- HTTPS://WWW.GOOGLE.CH/URL?SA=T&RCT=J&Q=&ESRC=S&SOURCE=WEB&CD=15&CAD=RJA&UACT=8&VED=0AHUKEWIO_DRUMVDXAHXEAXQKHA0VB0Y4CHAWCEUWBA&U
- HTTP://FFGG.COM/ENGLISH
- https://www.linkedin.com/company/the-forum-finance-group-sa/
Official SEC filing: View on IAPD