FORUM FINANCIAL MANAGEMENT, LP - Financial Advisor in Illinois, Lombard

Tel: (630) 873-8520 1900 South Highland Avenue Suite 100 Lombard, Illinois 60148

About FORUM FINANCIAL MANAGEMENT, LP

FORUM FINANCIAL MANAGEMENT, LP is a Lombard, Illinois based financial advisory firm with nearly $8,531,276,819 in assets under management and provides investment advisory services for 21698 clients. There are currently 145 financial advisors at the firm.

General Information

Firm CRD#:

145706

Firm SEC#:

801-69970

Assets Under Management:

$8,531,276,819

No. of Clients:

21698

No. of Advisors:

145

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in Illinois, Lombard

FirmCRD#:309050

SEC#:801-118729

No. of Advisors:8

No. of Clients:374

AUM:$890,203,703

FirmCRD#:107772

SEC#:801-56603

No. of Advisors:13

No. of Clients:Not Disclosed

AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

HUNTER CAPITAL MANAGEMENT

309050

801-118729

374

$890,203,703

STRATEGIC CAPITAL INVESTMENT ADVISORS INC

107772

801-56603

Not Disclosed

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