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Conrad Maria Vlak

FORUM CAPITAL ADVISORS LLC·DENVER, Colorado
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240 SAINT PAUL STREET, DENVER, CO 80206CRD# 2788741Firm CRD# 297582
01

About

Conrad Maria Vlak is a registered financial advisor based in DENVER, Colorado, affiliated with FORUM CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
FORUM CAPITAL ADVISORS LLC
FORUM CAPITAL ADVISORS LLC
AUM
$828M
Regulatory assets under management
Employees
66
Total firm employees
View all advisors at FORUM CAPITAL ADVISORS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2788741
Firm CRD# 297582
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Conrad Maria Vlak offer?
Conrad Maria Vlak specializes in Investment Management, Retirement Planning. Contact their office in DENVER, Colorado for a consultation.
What are Conrad Maria Vlak's credentials?
Conrad Maria Vlak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Conrad Maria Vlak located?
Conrad Maria Vlak is based in DENVER, Colorado, working with FORUM CAPITAL ADVISORS LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Conrad Maria Vlak charge for services?
Conrad Maria Vlak's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORUM CAPITAL ADVISORS LLC?
FORUM CAPITAL ADVISORS LLC has approximately 66 employees and manages $828M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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