The Forum Finance Group Sa is a large advisory firm based in Geneva. It manages $1.24 billion of regulatory assets for 491 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Delaware, Florida, Illinois, New York, and Texas.
The Forum Finance Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, publication of newsletters, and familiy office services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Forum Finance Group Sa is $1.24 billion. The firm's AUM has grown by 22% since the beginning of its operation, and $49.52 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay The Forum Finance Group Sa for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, high net worth individuals, and pooled investment vehicles. The largest group of clients of The Forum Finance Group is high net worth individuals with 27 clients and $579.82 million of assets under management. Among the 11 most similar advisory firms, The Forum Finance Group has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.24 billion for 491 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
The Forum Finance Group doesn't advise any private funds.
The company employs 20 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where The Forum Finance Group Sa performs its advisory services is located at Rue De La Croix D'or 6, Geneva, Ch 1204 The mailing address of the firm is P.O.Box 3649, Geneva 3, 1211. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +41 22 311 84 00 or by fax +41 22 311 84 65. The normal business hours are 8:30 am - 6:30 pm on Monday - Friday. You can find more information about the New York firm at ffgg.com/english.