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| The Forum Finance Group Sa
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|---|---|
| CRD # | 284407 |
| SEC # | 801-108036 |
| CIK # | |
| AUM | $1.7 BB (2022-12-13) |
| Employees | 22 (77% Investors, 0% Brokers) |
| Phone | 41225528300 |
| Address | Rue Du Rhone 65 Geneva, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 442 | 481.9 |
| (b) Individuals (high net worth individuals) | 49 | 992.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 180.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 81 | 270.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 574 | 1,925.3 |
| By Discretionary | ||
| Discretionary | 424 | 1,101.6 |
| Non-Discretionary | 150 | 823.7 |
| Total | 574 | 1,925.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,830.7 | |
| United States Persons | 94.6 | |
| Total | 574 | 1,925.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fintrust Capital Advisors LLC
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|
SC | 1.7 |
|
SSB Wealth Management Inc
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|
VA | 1.7 |
|
Educator's Financial Services Inc
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|
MN | 1.7 |
|
C2P Capital Advisory Group LLC
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|
OH | 1.7 |
|
Creative Financial Designs Inc
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|
IN | 1.7 |
|
CFO4Life Group LLC
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|
TX | 1.7 |
|
Stack Financial Management Inc
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|
MT | 1.7 |
|
Sather Financial Group Inc
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|
TX | 1.7 |
|
Deschutes Investment Consulting LLC
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|
OR | 1.7 |
|
Mitchell McLeod Pugh & Williams Inc
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|
AL | 1.7 |