The Forbes Securities Group LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 288142
- Registered since
- September 11, 2017
- Website
- forbesma.com
Firm profile
FINTRXOverview
The Forbes Securities Group LLC is organized as a limited liability company and is classified as an investment bank. The firm registered with the SEC in 2017 and is individually owned. In the snapshot provided the firm is not identified as a capital allocator, does not report active ESG investing, and is not listed as a multi-state or newly formed adviser. Other business and advisory details were not disclosed in the source data.
Assets & Accounts
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
Contacts
3 of 14
James Morgan
Managing DirectorCRD 4864541
Brooks Crankshaw
Managing DirectorCRD 2734919
Daniel Pellegrino
Managing Director & PartnerCRD 6865169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 6400 S Fiddlers Green Cir
- Time zone
- MT (UTC-7)
- Office locations
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