The Forum Finance Group SA
The Forum Finance Group SA (CRD# 284407) is a financial advisory firm headquartered in Geneva, . They manage $1,789,000,000 in 579 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
The Forum Finance Group SA
By the Numbers
-
Total Assets Under Management1,789MILLION
-
Total Number of Accounts579ACCOUNTS
-
Average Account Value$3,089,810
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)
- Publication of periodicals or newsletters
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at The Forum Finance Group SA
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.