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Home > Retirement Planners > illinois > lombard > FORUM FINANCIAL MANAGEMENT, LP
FORUM FINANCIAL MANAGEMENT, LP
1900 South Highland Avenue
Suite 100
Lombard, Illinois 60148
Tel: (630) 873-8520
About FORUM FINANCIAL MANAGEMENT, LP
FORUM FINANCIAL MANAGEMENT, LP, formally registered with the SEC as FORUM FINANCIAL MANAGEMENT, LP. The firm was established in 03/09/2009. They have over 44 offices throughout the country.
FORUM FINANCIAL MANAGEMENT, LP is a Lombard, Illinois based Financial Planning firm with nearly $7,633,341,808 assets under management, offering retirement planning & investment advisory services to 20559 clients. The firm is staffed with 125 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 145706 |
| SEC# | 801-69970 |
| Assets Managed by Firm | $7,633,341,808 |
| No. of Clients | 20559 |
| No. of Advisors | 125 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20559 | $7,633,341,808 |
| Individuals (other than high net worth individuals) | 3712 | $1,189,050,857 |
| High net worth individuals | 1285 | $4,874,186,080 |
| Pension and profit sharing plans | 127 | $202,535,845 |
| Charitable organizations | 21 | $32,890,593 |
| Other investment advisers | 15 | $1,334,678,433 |
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