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Chief Investment Manager, Managing Partner · Forum Finance

Egon J. Vorfeld

CRD 6674873 · 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 Egon J. Vorfeld on its Form ADV as Chief Investment Manager, Managing Partner, a control person.

Firms and roles

  • Forum FinanceChief Investment Manager, Managing PartnerWealth manager · Geneva, Switzerland · $2.2B in regulatory assets

AtlasMembers

Egon’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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Control-person status
1 firmLocked
When each role began
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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 Egon 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 Egon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.