FORUM PARTNERS INVESTMENT MANAGEMENT LLC

WEST PALM BEACH, Florida·15 registered advisors·CRD# 161192
SEC# 802-1189884561-515-6046
01

Firm Overview

AUM
$190M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at FORUM PARTNERS INVESTMENT MANAGEMENT LLC

15 registered advisors
Andrew Nicholas Walker
OLD GREENWICH, Connecticut
Anthony Iessi
OLD GREENWICH, Connecticut
Benjamin William Edward Morgan
OLD GREENWICH, Connecticut
Caroline Sneath Mcbride
OLD GREENWICH, Connecticut
Gregory Paul Wells
OLD GREENWICH, Connecticut
Kiat Seng Seah
OLD GREENWICH, Connecticut
Malcolm Adam Glyn
OLD GREENWICH, Connecticut
Mark William Pearson
OLD GREENWICH, Connecticut
Matthew Stephen Hardin
OLD GREENWICH, Connecticut
Merrit Eugene Maddux
OLD GREENWICH, Connecticut
Richard Robert Cotton
OLD GREENWICH, Connecticut
Russell Christopher Platt
WEST PALM BEACH, Florida
Ryan Pappas
OLD GREENWICH, Connecticut
Steve C Kim
OLD GREENWICH, Connecticut
William Macmilliam Oliver
OLD GREENWICH, Connecticut
05

Office Locations

OLD GREENWICH, Connecticut
14 advisors
WEST PALM BEACH, Florida
1 advisor

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Data sourced from SEC Form ADV filings. FORUM PARTNERS INVESTMENT MANAGEMENT LLC (CRD# 161192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.