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Forge Financial

CRD 306480  ·  Edmond, OK  ·  $1.5B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
306480
SEC number
801-117938
Firm type
RIA
Assets under management
$1.5B as of Mar 30, 2026
Website
www.linkedin.com/company/forge-financial-at-lpl-financial ↗
Phone
405-340-1600
Address
2901 South Bryant Avenue, Edmond, OK, 73013

Advisors at this firm

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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