Old Forge Advisors
RIAState Registered
Total AUM
$794K
Discretionary
$794K
100% of AUM
Avg account
$265K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334598
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Old Forge Advisors is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. It is not positioned as a multi-state adviser, an active ESG investor, or a capital allocator to third-party alternative managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations