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 in FINTRX data as an investment bank. It registered with the SEC in 2017 and is owned by an individual. The firm is not listed as a capital allocator and is not identified as an active ESG investor. FINTRX flags it as not a multi-state adviser, not newly formed for advisory purposes, not a pension consultant, and not a related adviser. The available records do not describe the firm's advisory activities, fee structure, client types, or other business lines, so its public profile is limited to regulatory classification and a small set of operational attributes.
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 14James 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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