Allocator Index · CRD 306480

FORGE FINANCIAL

Edmond, OK · 405-340-1600 · facebook.com/forgefinancialservices/

SEC IAPD record ↗

Fit score

52

  • hnw>=500+22
  • aum $250M-$3.0B+22
  • employees 3-60+8

HNW clients

1,057

Other individuals

3,617

HNW assets

$814.5M

Total AUM

$1.46B

Employees

15

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.