AdvisorOS Directory
Claim Profile
AH

Alan Charles Hambourger

FORUM FINANCIAL MANAGEMENT, LP·LOMBARD, Illinois
Unclaimed Profile
1900 S. HIGHLAND AVENUE, LOMBARD, IL 60148CRD# 1846051Firm CRD# 145706
01

About

Alan Charles Hambourger is a registered financial advisor based in LOMBARD, Illinois, affiliated with FORUM FINANCIAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FORUM FINANCIAL MANAGEMENT, LP
FORUM FINANCIAL MANAGEMENT, LP
AUM
$8.5B
Regulatory assets under management
Employees
145
Total firm employees
View all advisors at FORUM FINANCIAL MANAGEMENT, LP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1846051
Firm CRD# 145706
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOMBARD?

Browse all registered financial advisors in LOMBARD, Illinois or claim this profile if it's yours.

Browse LOMBARD 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 Alan Charles Hambourger offer?
Alan Charles Hambourger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOMBARD, Illinois for a consultation.
What are Alan Charles Hambourger's credentials?
Alan Charles Hambourger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Charles Hambourger located?
Alan Charles Hambourger is based in LOMBARD, Illinois, working with FORUM FINANCIAL MANAGEMENT, LP. Their office serves clients in the LOMBARD metropolitan area and surrounding communities.
How does Alan Charles Hambourger charge for services?
Alan Charles Hambourger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORUM FINANCIAL MANAGEMENT, LP?
FORUM FINANCIAL MANAGEMENT, LP has approximately 145 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LOMBARD
Karma Ann Forrestal — FORUM FINANCIAL MANAGEMENT, LPJohn Joseph Adam — FORUM FINANCIAL MANAGEMENT, LPNorbert Mac Mindel — FORUM FINANCIAL MANAGEMENT, LPMary Patricia Wesche — FORUM FINANCIAL MANAGEMENT, LPNirav Rajen Batavia — FORUM FINANCIAL MANAGEMENT, LP
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile