FORUM PRIVATE CLIENT GROUP is a Fishers, Indiana based financial advisory firm with nearly $250,245,575 in assets under management and provides investment advisory services for 1172 clients. There are currently 6 financial advisors at the firm.
General Information |
| Firm CRD#: | 143075 | |
| SEC#: | 801-78874 | |
| Assets under Management: | $250,245,575 | |
| No. of Clients: | 1172 | |
| No. of Advisors: | 6 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Publication of periodicals or Newsletters, Educational Seminars/ Workshops | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees, Commision Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CREATIVE FINANCIAL DESIGNS, INC. | 109032 | 801-60153 | 11616 | 145 | $1,710,359,005 |
| CX INSTITUTIONAL, LLC | 292627 | 801-112742 | 8609 | 89 | $2,219,624,079 |
| BEDEL FINANCIAL CONSULTING INC | 105653 | 801-34764 | 4585 | 14 | $1,809,355,091 |
| THURSTON SPRINGER ADVISORS | 299201 | 801-114256 | 3859 | 51 | $1,353,974,492 |
| STRATEGIQ FINANCIAL GROUP, LLC | 144287 | 801-68171 | 3322 | 28 | $1,518,782,139 |
| PHILLIPS FINANCIAL | 131344 | 801-63343 | 2648 | 31 | $1,749,643,216 |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 118739 | 801-60978 | 2021 | 25 | $1,049,676,930 |
| COLUMN CAPITAL ADVISORS, LLC | 135118 | 801-64213 | 1634 | 22 | $1,259,029,913 |
| DONALDSON CAPITAL MANAGEMENT LLC | 106131 | 801-48479 | 1469 | 58 | $2,310,717,134 |
| ELSER FINANCIAL PLANNING, INC. | 143311 | 801-80871 | 1311 | 12 | $1,379,851,158 |
| WOODLEY FARRA | 107660 | 801-50387 | 1270 | 11 | $1,496,770,479 |
| AXIA ADVISORY | 107571 | 801-42110 | 153 | 6 | $1,296,178,638 |
| BAXTER CAPITAL MANAGEMENT INC | 105123 | 801-14659 | 14 | 3 | $1,783,757,336 |
| EVERENCE CAPITAL MANAGEMENT, INC. | 105675 | 801-36323 | 8 | 12 | $2,006,137,406 |
| CERES PARTNERS, LLC | 290937 | 801-114192 | 5 | 21 | $1,549,184,975 |