RIA Intel›Advisers›THE FORUM FINANCE GROUP SA

THE FORUM FINANCE GROUP SA

Advisory

N·GENEVA

Data as of Dec 12, 2024 · Source: SEC Form ADV

Total AUM

$2.2B

1-Year AUM Growth

+13.1%

3-Year CAGR

+1.7%

Employees

19

Assets Under Management

Total AUM$2.2B

Discretionary AUM$1.6B

Non-Discretionary AUM$608M

Discretionary %72.5%

Total Clients680

Team

Total Employees19

Investment Advisers27

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record17

First FilingJun 22, 2016

Latest FilingDec 12, 2024

🔒 Full AUM trend chart and 17 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE FORUM FINANCE GROUP SA

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.