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| Happy Holidays!! thanks for using AUM13F!! |
| The Forum Finance Group Sa
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| CRD # | 284407 |
| SEC # | 801-108036 |
| CIK # | |
| AUM | $2.0 B (2024-12-12) |
| Employees | 26 (69% Investors, 0% Brokers) |
| Phone | 41225528300 |
| Address | Rue Du Rhone 65 Geneva, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 498 | 0.8 |
| (b) Individuals (high net worth individuals) | 23 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 61 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 584 | 2.0 |
| By Discretionary | ||
| Discretionary | 491 | 1.6 |
| Non-Discretionary | 93 | 0.4 |
| Total | 584 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 0.1 | |
| Total | 584 | 2.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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First Citizens Investor Services Inc
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NC | 2.1 |
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Oxbow Advisors LLC
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TX | 2.1 |
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Vestor Capital LLC
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IL | 2.1 |
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Hub Investment Advisors Inc
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NE | 2.1 |
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Verus Capital Partners LLC
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AZ | 2.1 |
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Howe and Rusling Inc
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NY | 2.0 |
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Smith Anglin Financial LLC
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TX | 2.0 |
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American Century Investments Private Client Group Inc
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MO | 2.0 |
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Natural Investments Pbllc
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2.0 | |
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TPG Financial Advisors LLC
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OR | 2.0 |