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Managing Director Partner · Forum Finance

Charles-Henri G. Gallisard De Marignac

CRD 7674692 · Named on Form ADV at one SEC-registered adviser

At a glance

Forum Finance, an SEC-registered wealth manager based in Geneva, Switzerland with $2.2 billion in regulatory assets, lists Charles-Henri G. Gallisard De Marignac on its Form ADV as Managing Director Partner.

Firms and roles

  • Forum FinanceManaging Director PartnerWealth manager · Geneva, Switzerland · $2.2B in regulatory assets

AtlasMembers

Charles-Henri’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Charles-Henri on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles-Henri’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.