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FORUM CAPITAL ADVISORS LLC
FORUM CAPITAL ADVISORS LLC
DENVER, Colorado
·
10 registered advisors
·
CRD# 297582
SEC# 801-120917
0
303-501-8860
01
Firm Overview
AUM
$828M
Regulatory assets under management
Employees
66
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at FORUM CAPITAL ADVISORS LLC
10 registered advisors
Bradley Adam Nemzer
DENVER, Colorado
CRD# 5114628
Charles G O'connell
GLENDALE, Colorado
CRD# 3002566
Conrad Maria Vlak
DENVER, Colorado
CRD# 2788741
Darren Mckee Fisk
DENVER, Colorado
CRD# 6176642
Elizabeth Anne Ryan
DENVER, Colorado
CRD# 7084395
Gregory G. Hodges
GLENDALE, Colorado
CRD# 7059390
James William Miller
DENVER, Colorado
CRD# 7690520
Marc (nmn) Swerdlow
DENVER, Colorado
CRD# 6025772
Paul Joseph Mcauliffe
DENVER, Colorado
CRD# 1846473
Shelby Ann Noble Turner
GLENDALE, Colorado
CRD# 5680884
05
Office Locations
DENVER, Colorado
7 advisors
GLENDALE, Colorado
3 advisors
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Data sourced from SEC Form ADV filings. FORUM CAPITAL ADVISORS LLC (CRD# 297582) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.