FORUM CAPITAL ADVISORS LLC

DENVER, Colorado·2 registered advisors·CRD# 297582
SEC# 801-1209170303-501-8860
01

Firm Overview

AUM
$828M
Regulatory assets under management
Employees
66
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at FORUM CAPITAL ADVISORS LLC

2 registered advisors
Conrad Maria Vlak
DENVER, Colorado
Shelby Ann Noble Turner
GLENDALE, Colorado
05

Office Locations

DENVER, Colorado
1 advisor
GLENDALE, Colorado
1 advisor

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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.