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Building 2FORUM INVESTMENT ADVISORS, LLC

Map pinPORTLAND, ME
Phone207-347-2075
NotebookSEC #801-77708
Total AUM
$0
Employees
5
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 CANAL PLAZA, SUITE 600
PORTLAND
ME 04101-4080
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
207-347-2075
Other Offices
1

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementOther Services
Other Services
OVERSIGHT OF OTHER REGISTERED INVESTMENT ADVISORS, REPORTING AND EVALUATION ON BEHALF OF INVESTMENT COMPANY BOARDS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ME

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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