AdvisorOS Directory
Claim Profile
WO

William Macmilliam Oliver

FORUM PARTNERS INVESTMENT MANAGEMENT LLC·OLD GREENWICH, Connecticut
Unclaimed Profile
1700 E. PUTNAM AVENUE, OLD GREENWICH, CT 06870CRD# 6465714Firm CRD# 161192
01

About

William Macmilliam Oliver is a registered financial advisor based in OLD GREENWICH, Connecticut, affiliated with FORUM PARTNERS INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
AUM
$190M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at FORUM PARTNERS INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6465714
Firm CRD# 161192
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OLD GREENWICH?

Browse all registered financial advisors in OLD GREENWICH, Connecticut or claim this profile if it's yours.

Browse OLD GREENWICH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Macmilliam Oliver offer?
William Macmilliam Oliver specializes in Retirement Planning. Contact their office in OLD GREENWICH, Connecticut for a consultation.
What are William Macmilliam Oliver's credentials?
William Macmilliam Oliver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Macmilliam Oliver located?
William Macmilliam Oliver is based in OLD GREENWICH, Connecticut, working with FORUM PARTNERS INVESTMENT MANAGEMENT LLC. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.
How does William Macmilliam Oliver charge for services?
William Macmilliam Oliver'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 PARTNERS INVESTMENT MANAGEMENT LLC?
FORUM PARTNERS INVESTMENT MANAGEMENT LLC is a registered investment adviser with the SEC, managing $190M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in OLD GREENWICH
Shivinder Mohan Singh — BEARING CIRCLE CAPITAL ADVISORS, LLCEric Herbert Anderson — ARMADA CAPITAL MANAGEMENT, LLCLaurence Eric Penn — ELLINGTON RESIDENTIAL MORTGAGE MANAGEMENT LLCOlivier Cojot-Goldberg — ELLINGTON MANAGEMENT GROUP, L.L.C.Malvinder Mohan Singh — BEARING CIRCLE CAPITAL ADVISORS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile