Unclaimed Profile

Shaun Marie Irwin

FORUM SOLUTIONS GROUP, LLC·FISHERS, Indiana

Clean recordFORUM SOLUTIONS GROUP, LLC

11313 USA PARKWAY, FISHERS, IN 46037-0000CRD# 4934031Firm CRD# 143075

Profile Verification

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

Identity

Shaun Marie Irwin · FISHERS, IN

Registration

CRD #4934031 · FORUM SOLUTIONS GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shaun Marie Irwin is a registered financial advisor based in FISHERS, Indiana, affiliated with FORUM SOLUTIONS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FORUM SOLUTIONS GROUP, LLC

FORUM PRIVATE CLIENT GROUP

AUM

$297M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FORUM SOLUTIONS GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 4934031

Firm CRD# 143075

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shaun Marie Irwin offer?

Shaun Marie Irwin specializes in Financial Planning, Investment Management. Contact their office in FISHERS, Indiana for a consultation.

What are Shaun Marie Irwin's credentials?

Shaun Marie Irwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shaun Marie Irwin located?

Shaun Marie Irwin is based in FISHERS, Indiana, working with FORUM SOLUTIONS GROUP, LLC. Their office serves clients in the FISHERS metropolitan area and surrounding communities.

How does Shaun Marie Irwin charge for services?

Shaun Marie Irwin's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORUM SOLUTIONS GROUP, LLC?

FORUM SOLUTIONS GROUP, LLC has approximately 7 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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