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| The Forum Finance Group Sa
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| CRD # | 284407 |
| SEC # | 801-108036 |
| CIK # | |
| AUM | 2,208.0 M (2025-12-11) |
| Employees | 27 (70% Investors, 0% Brokers) |
| Phone | 41225528300 |
| Address | Rue Du Rhone 65 Geneva, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 329 | 0.2 |
| (b) Individuals (high net worth individuals) | 279 | 1.4 |
| (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 | 2 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 70 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 678 | 2.2 |
| By Discretionary | ||
| Discretionary | 529 | 1.6 |
| Non-Discretionary | 149 | 0.6 |
| Total | 678 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 0.2 | |
| Total | 678 | 2.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail, Research |
| LEI | 549300DID0NOB8PKMT31 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Verus Capital Partners LLC
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|
AZ | 2,290.8 M |
|
Sound View Wealth Advisors Group LLC
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|
GA | 2,279.6 M |
|
Vestor Capital LLC
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|
IL | 2,275.9 M |
|
Sather Financial Group Inc
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|
TX | 2,267.1 M |
|
Twelve Points Wealth Management LLC
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|
MA | 2,243.9 M |
|
TPG Financial Advisors LLC
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|
OR | 2,217.9 M |
|
Pinnacle Pension Consultants LLC
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|
MA | 2,169.1 M |
|
PDS Planning Inc
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|
OH | 2,167.3 M |
|
Capitol Securities Management Inc
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|
VA | 2,162.4 M |
|
Root Financial Partners LLC
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|
TX | 2,147.8 M |