Forge Global Advisors LLC
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Overview
Forge Global Advisors LLC is a financial advisory company located in San Francisco, California. Forge Global Advisors LLC has $420.6 million in assets throughout 86 customer accounts, placing it among the bigger firms in the United States by assets under management (AUM). It has a small group, including 1 financial advisor. Forge Global Advisors LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as bonds, options and stocks.
Forge Global Advisors LLC administers all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell choices are made by a portfolio manager without requiring client consent. Forge Global Advisors LLC's average account size is $4.9 million. An average financial advisor at Forge Global Advisors LLC administers about 86 client accounts.
The company's main office is at 415 Mission Street, San Francisco, California 94105. The firm is legally allowed to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Forge Global Advisors LLC by the Numbers
$420.6 million
11
86
$4.9 million
Fee Structure
Fees for financial advisory services usually depend on which service is provided. However, fees billed by the firm most likely consist of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 86 clients, Forge Global Advisors LLC's largest client by number of accounts is pooled investment vehicles. None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Forge Global Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Forge Global Advisors LLC
San Francisco, CA
San Francisco, CA
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