FORGE FINANCIAL SERVICES, LLC of EDMOND, OK is an SEC-registered investment adviser (CRD 306480). Regulatory assets under management: $1.5B.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Charlotte Nanette Shaw | CHIEF EXECUTIVE OFFICER | — |
| James D Burleson | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | — |
| John Barry Dotson | CHIEF INVESTMENT OFFICER | — |
| Christie Jo Hughes | VICE PRESIDENT | — |
| SHAW CHARLOTTE NANETTE | CHIEF EXECUTIVE OFFICER | — |
| SHAW GARY ALAN | CHIEF FINANCIAL OFFICER | — |
| BURLESON JAMES D | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | — |
| DOTSON JOHN BARRY | CHIEF INVESTMENT OFFICER | — |
| MOORE DONNA KAY | CHIEF OPERATIONS OFFICER | — |
| HUGHES CHRISTIE JO | VICE PRESIDENT | — |