The Forum Finance Group SA

The Forum Finance Group SA (CRD# 284407) is a financial advisory firm headquartered in Geneva, . They manage $1,016,000,000 in 454 accounts and serve the financial needs of clients across 0 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,016
    MILLION
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $2,237,885
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Financial Advisors at The Forum Finance Group SA
No Advisor Found.
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