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FORUM FINANCIAL MANAGEMENT, LP
LOMBARD, IL
(630) 873-8520
SEC #801-69970Total AUM
$8.7B
Employees
143Clients
5,845Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1900 SOUTH HIGHLAND AVENUE
SUITE 100
LOMBARD
IL 60148
United States
SUITE 100
LOMBARD
IL 60148
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(630) 873-8520
Other Offices
53
Financials
Total AUM
$8.7B
Accounts
19,838Discretionary
$8.7B
Accounts
19,838Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
3,903AUM
$1.4B
HNW Individual Clients
1,719AUM
$5.7B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
121AUM
$28.1M
Charitable Organization Clients
9AUM
$12.6M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
13AUM
$1.2B
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
76AUM
$306.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 39 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.