← Tributary

FORUM FINANCE

GENEVA, Switzerland · CRD 284407 · IAPD ↗ · business.google.com · +41 22 552 83 00

$2.21BRegulatory AUM
19Advisory reps
27Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

30
September 2026 — THE FORUM FINANCE GROUP SA is now doing business as FORUM FINANCE.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
21
January 2026 — THE FORUM FINANCE GROUP SA notice-filed in FL, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.