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FORGE FINANCIAL
FORGE FINANCIAL SERVICES, LLC
CRD 306480 · SEC 801-117938
2901 SOUTH BRYANT AVENUE, EDMOND, OK, 73013, United States
Phone
405-340-1600
Fax
405-340-5611
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.46B
Discretionary AUM
$1.46B
Team
15 total employees; 15 advisory reps; 4689 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3617 | $636.7M |
| High net worth individuals | 1057 | $814.5M |
| Corporations/business entities | 9 | $4.7M |
States served
AZ, AR, CA, CO, GA, IN, IA, KS, LA, MS, NM, OH, OK, TN, VA, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD