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:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Lombard, Illinois

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.