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| Forge Financial Services LLC
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|---|---|
| CRD # | 306480 |
| SEC # | 801-117938 |
| CIK # | 0002055357 |
| AUM | 1,457.4 M (2026-03-30) |
| Employees | 15 (100% Investors, 100% Brokers) |
| Phone | 405-340-1600 |
| Address | 2901 South Bryant Avenue Edmond, OK 73013 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 0.7 | ||
| Amazon Com Inc | 0.4 | ||
| Philip Morris International Inc | 0.3 | ||
| Tesla Motors Inc | 0.2 | ||
| OGE Energy Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,617 | 636.7 |
| (b) Individuals (high net worth individuals) | 1,057 | 814.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 7,427 | 1,457.4 |
| By Discretionary | ||
| Discretionary | 7,427 | 1,457.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,427 | 1,457.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,457.4 | |
| Total | 7,427 | 1,457.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055357] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4,689 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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PA | 1,469.3 M |
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MA | 1,452.6 M |
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Valley Wealth Strategies LLC
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CA | 1,447.8 M |
|
Apollon Financial LLC
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SC | 1,447.0 M |
|
Haven Global Partners LLC
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GA | 1,445.4 M |