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Julie Ann Schatz

FORUM FINANCIAL MANAGEMENT, LP·LOMBARD, Illinois
Unclaimed Profile
1900 SOUTH HIGHLAND AVENUE, LOMBARD, IL 60148CRD# 4767682Firm CRD# 145706
01

About

Julie Ann Schatz 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.

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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# 4767682
Firm CRD# 145706
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

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