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David Cotten Mcclellan

FORUM FINANCIAL MANAGEMENT, LP·LOMBARD, Illinois
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1900 SOUTH HIGHLAND AVENUE, LOMBARD, IL 60148CRD# 4352059Firm CRD# 145706
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About

David Cotten Mcclellan 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
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4352059
Firm CRD# 145706
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Cotten Mcclellan offer?
David Cotten Mcclellan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOMBARD, Illinois for a consultation.
What are David Cotten Mcclellan's credentials?
David Cotten Mcclellan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Cotten Mcclellan located?
David Cotten Mcclellan 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 David Cotten Mcclellan charge for services?
David Cotten Mcclellan'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.
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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
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