|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Forge Financial Services LLC
✚
|
|
|---|---|
| CRD # | 306480 |
| SEC # | 801-117938 |
| CIK # | 0002055357 |
| AUM | $1.2 B (2025-03-26) |
| Employees | 14 (100% Investors, 100% Brokers) |
| Phone | 405-340-1600 |
| Address | 2901 South Bryant Avenue Edmond, OK 73013 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Philip Morris International Inc | 0.3 | ||
| OGE Energy Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,354 | 561.0 |
| (b) Individuals (high net worth individuals) | 904 | 636.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,594 | 1,201.6 |
| By Discretionary | ||
| Discretionary | 6,594 | 1,201.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,594 | 1,201.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,201.6 | |
| Total | 6,594 | 1,201.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055357] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Verity and Verity LLC
✚
|
SC | 1.2 |
|
Valley Wealth Strategies LLC
✚
|
CA | 1.2 |
|
SBK Financial Inc
✚
|
VA | 1.2 |
|
Tribridge Partners Financial LLC
✚
|
MD | 1.2 |
|
Fusion Family Wealth LLC
✚
|
NY | 1.2 |
|
Sanderson Wealth Management LLC
✚
|
NY | 1.2 |
|
Beirne Wealth Consulting Services LLC
✚
|
CT | 1.2 |
|
CWS Financial Advisors LLC
✚
|
MI | 1.2 |
|
Folger Nolan Fleming Douglas Capital Management Inc
✚
|
DC | 1.2 |
|
Hazlett Burt & Watson Inc
✚
|
WV | 1.2 |