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FORUM FINANCIAL MANAGEMENT, LP
FORUM FINANCIAL MANAGEMENT, LP
LOMBARD, Illinois
·
28 registered advisors
·
CRD# 145706
SEC# 801-69970
48
(630) 873-8520
01
Firm Overview
AUM
$8.5B
Regulatory assets under management
Employees
145
Total firm employees
Advisors
28
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FORUM FINANCIAL MANAGEMENT, LP
28 registered advisors
Alan Charles Hambourger
LOMBARD, Illinois
CRD# 1846051
Alfred Andrew Marwede
LOMBARD, Illinois
CRD# 2230521
Allison Elizabeth Tronnes
LOMBARD, Illinois
CRD# 3240451
Arvin Thomas Weindruch
LOMBARD, Illinois
CRD# 2111518
Brian Thomas Savage
LOMBARD, Illinois
CRD# 1312439
Christopher Anthony Lamia
LOMBARD, Illinois
CRD# 2374768
Daniel Joseph Drallmeier
LOMBARD, Illinois
CRD# 6440759
David Cotten Mcclellan
LOMBARD, Illinois
CRD# 4352059
David Lawrence Strulowitz
LOMBARD, Illinois
CRD# 2423722
Eric Karl Meier
LOMBARD, Illinois
CRD# 4763881
Faye Hizon Nybo
LOMBARD, Illinois
CRD# 6923013
Howard Shane Kite
LOMBARD, Illinois
CRD# 1017428
Jack Allen Folkerts
LOMBARD, Illinois
CRD# 1726388
Jennifer Hilary Cray
LOMBARD, Illinois
CRD# 4297411
John Joseph Adam
LOMBARD, Illinois
CRD# 2010380
Jonathan Marichal Rogers
LOMBARD, Illinois
CRD# 5307693
Joseph Anthony Spokas
LOMBARD, Illinois
CRD# 1688775
Julie Ann Schatz
LOMBARD, Illinois
CRD# 4767682
Karma Ann Forrestal
LOMBARD, Illinois
CRD# 4214390
Marcus Kurt Heinrich
LOMBARD, Illinois
CRD# 1264506
Marie Elizabeth Stark
LOMBARD, Illinois
CRD# 3277754
Mary Anne Ehlert
LOMBARD, Illinois
CRD# 2130414
Mary Patricia Wesche
LOMBARD, Illinois
CRD# 3175592
Nirav Rajen Batavia
LOMBARD, Illinois
CRD# 4699593
Norbert Mac Mindel
LOMBARD, Illinois
CRD# 1254630
Robert Thomas Methven
LOMBARD, Illinois
CRD# 3004179
William Mackenzie Davis
LOMBARD, Illinois
CRD# 7076629
William Paul Carlson
LOMBARD, Illinois
CRD# 1804721
05
Office Locations
LOMBARD, Illinois
28 advisors
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Data sourced from SEC Form ADV filings. FORUM FINANCIAL MANAGEMENT, LP (CRD# 145706) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.