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

More Retirement Planning firms in Fishers, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

Explore More Retirement Advisors in Fishers, Indiana

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.