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          Find a Location

          Forge Trust has 2 locations, listed below.

          *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

            Please enter a valid location.

            • Forge Trust

              3050 S Delaware St Ste 202 San Mateo, CA 94403-2394

              BBB Accredited Business

            • Forge Trust

              PO Box 6850 San Mateo, CA 94403-6850

              BBB Accredited Business

            Business ProfileForge Trust

            Retirement Planning Services
            Multi Location Business
            BBB accredited business

            Contact Information

            3050 S Delaware St Ste 202

            San Mateo, CA 94403-2394

            Visit Website
            (800) 248-8447

            Business hours

            8:00 AM - 7:00 PM
            Business Hours
            8:00 AM - 7:00 PM
            8:00 AM - 7:00 PM
            8:00 AM - 7:00 PM
            8:00 AM - 7:00 PM
            8:00 AM - 7:00 PM

            Customer Reviews

            2.76/5

            Average of 38 Customer Reviews

            Read ReviewsStart a Review

            Customer Complaints

            19 complaints closed in last 3 years

            8 complaints closed in last 12 months

            Read ComplaintsFile a Complaint

            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 11/13/2008

            Years in Business: 54

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Related Categories

            Overview

            Forge Trust offers self-directed IRA custodial, administrative, and trustee services for investors, asset sponsors, financial institutions, and financial advisors..

            Products & Services

            IRA Services enables investors to use their retirement account funds to invest in real estate, private equity and other non-exchange traded assets. These can include startups and emerging technology companies, hedge funds, venture funds, and more.

            Business Details

            This is a multi-location business.

            Find a Location

            Forge Trust has 2 locations, listed below.

            *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

              Please enter a valid location.

              • Forge Trust

                3050 S Delaware St Ste 202 San Mateo, CA 94403-2394

                BBB Accredited Business

              • Forge Trust

                PO Box 6850 San Mateo, CA 94403-6850

                BBB Accredited Business
              Location of This Business
              3050 S Delaware St Ste 202, San Mateo, CA 94403-2394
              BBB File Opened:
              9/30/2008
              Years in Business:
              54
              Business Started:
              12/22/1969
              Business Started Locally:
              12/22/1969
              Business Incorporated:
              12/22/1969
              Accredited Since:
              11/13/2008
              Type of Entity:
              Corporation
              Number of Employees:
              130
              Alternate Business Name
              • Forge Services, Inc.
              Hours of Operation

              Primary

              M:
              8:00 AM - 7:00 PM
              T:
              8:00 AM - 7:00 PM
              W:
              8:00 AM - 7:00 PM
              Th:
              8:00 AM - 7:00 PM
              F:
              8:00 AM - 7:00 PM
              Contact Information

              Customer Contact

              • Mr. Jim Benham, Director of Compliance
              Additional Contact Information

              Fax Numbers

              • (605) 385-0050
                Primary Fax

              Phone Numbers

              Read More Business Details and See Alerts

              Customer Complaints

              19 Customer Complaints

              Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

              File a Complaint

              Most Recent Customer Complaint

              03/23/2024

              Complaint Type:
              Product Issues
              Status:
              Answered
              I liquidated my assets in 2022 and Forge Trust submitted the documents that I needed to file with IRS showing the liquidation of my assets. I have paid the taxes on the liquidation based on the paperwork submitted by Forge Trust to the IRS.Forge Trust is claiming the assets have not been liquidated and I owe them money for managing assets that no longer exist based on the paper work they filed. However, they claim they were not liquidated on their side. Someone screwed up at Forge Trust and they are fraudulently trying to charge me.They are a very dysfunctional operation and should be shut down.They claim I owe $490. I expect them to close my account and reverse the charges
              Read More
              Read 18 More Complaints

              Customer Reviews

              38 Customer Reviews

              What do you think? Share your review.

              How BBB Processes Complaints and Reviews

              Start a Review

              Most Recent Customer Review

              SAI B

              04/18/2024

              I have been a loyal customber of Forge Trust since last 10 years and they are very reliable, trustworthy and easy to do business with. They were responsive, helpful and patient walking me through and assisting me in preparing and processing a complicated transaction. I couldn't have asked for better service from the staff. I would highly recommend Forge Trust!

              Forge Trust Response

              04/19/2024

              Hi ***, we are overjoyed to hear that you are delighted with your experience with Forge Trust. Your satisfaction is our goal, and we are proud to exceed your expectations. We value your feedback, and we are always striving to enhance our service and products.
              Read 37 More Customer Reviews

              Local BBB

              BBB serving the San Francisco Bay Area and Northern Coastal California

              More Info on Local BBB

              BBB Reports On

              BBB reports on known marketplace practices.

              See What BBB Reports On

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