FORGE FINANCIAL

Tel: 405-340-1600

2901 South Bryant Avenue
Edmond, Oklahoma 73013

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FORGE FINANCIAL

FORGE FINANCIAL is a Edmond, Oklahoma based financial advisory firm with nearly $1,008,864,970 in assets under management and provides investment advisory services for 6173 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

306480

SEC#:

801-117938

No. of Clients:

6173

Assets under Management

$1,008,864,970

No. of Advisors:

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FORGE FINANCIAL

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FORGE FINANCIAL

General Information

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