Unclaimed Profile

William Mackenzie Davis

FORUM FINANCIAL MANAGEMENT, LP·LOMBARD, Illinois

Clean recordFORUM FINANCIAL MANAGEMENT, LP

1900 SOUTH HIGHLAND AVENUE, LOMBARD, IL 60148CRD# 7076629Firm CRD# 145706

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Mackenzie Davis · LOMBARD, IL

Registration

CRD #7076629 · FORUM FINANCIAL MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Mackenzie Davis 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7076629

Firm CRD# 145706

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Mackenzie Davis offer?

William Mackenzie Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOMBARD, Illinois for a consultation.

What are William Mackenzie Davis's credentials?

William Mackenzie Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Mackenzie Davis located?

William Mackenzie Davis 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 William Mackenzie Davis charge for services?

William Mackenzie Davis'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 →