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 49 offices throughout the country.

FORUM FINANCIAL MANAGEMENT, LP is a Lombard, Illinois based Financial Planning firm with nearly $8,531,276,819 assets under management, offering retirement planning & investment advisory services to 21698 clients. The firm is staffed with 145 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145706
SEC#	801-69970
Assets Managed by Firm	$8,531,276,819
No. of Clients	21698
No. of Advisors	145

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	21698	$8,531,276,819
Individuals (other than high net worth individuals)	3837	$1,356,269,889
High net worth individuals	1300	$5,025,699,624
Pension and profit sharing plans	112	$231,512,557
Charitable organizations	8	$12,657,589
Other investment advisers	15	$1,397,755,416
Corporations or other businesses	13	$507,381,744

More Retirement Planning firms in Lombard, Illinois:

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INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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