Forge Financial
Forge Financial (CRD# 306480) is a financial advisory firm headquartered in Edmond, OK. They manage $1,008,864,970 in 6,173 accounts and serve the financial needs of clients across 19 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,009MILLION
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Total Number of Accounts6,173ACCOUNTS
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Average Account Value$163,432
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MO, NE, NH, NM, OK, TN, TX, VA, WA
Financial Advisors at Forge Financial
11
Jordan Long (CRD# 6392376) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 3 years of experience in the finance industry.
12
Jonathan Pixley (CRD# 7371111) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 2 years of experience in the finance industry.
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