FORUM PRIVATE CLIENT GROUP

11313 Usa Parkway
Fishers, Indiana 46037-0000
Tel: 317-558-6322

About FORUM PRIVATE CLIENT GROUP

FORUM PRIVATE CLIENT GROUP, formally registered with the SEC as FORUM PRIVATE CLIENT GROUP. The firm was established in 01/02/2014. They have over 1 offices throughout the country.

FORUM PRIVATE CLIENT GROUP is a Fishers, Indiana based Financial Planning firm with nearly $297,007,158 assets under management, offering retirement planning & investment advisory services to 1245 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143075
SEC#	801-78874
Assets Managed by Firm	$297,007,158
No. of Clients	1245
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1245	$297,007,158
Individuals (other than high net worth individuals)	442	$148,720,012
High net worth individuals	76	$145,798,872
Corporations or other businesses	Fewer than 5 clients	$2,488,274

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