FORUM CAPITAL ADVISORS LLC

240 Saint Paul Street
Suite 400
Denver, Colorado 80206
Tel: 303-501-8860

About FORUM CAPITAL ADVISORS LLC

FORUM CAPITAL ADVISORS LLC, formally registered with the SEC as FORUM CAPITAL ADVISORS LLC. The firm was established in 04/23/2021. They have over 1 offices throughout the country.

FORUM CAPITAL ADVISORS LLC is a Denver, Colorado based Financial Planning firm with nearly $827,816,004 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 66 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297582
SEC#	801-120917
Assets Managed by Firm	$827,816,004
No. of Clients	3
No. of Advisors	66

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$827,816,004

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