FORUM SOLUTIONS GROUP, LLC

FORUM PRIVATE CLIENT GROUP
FISHERS, Indiana·4 registered advisors·CRD# 143075
SEC# 801-788740317-558-6322
01

Firm Overview

AUM
$297M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FORUM SOLUTIONS GROUP, LLC

4 registered advisors
Benjamen Michael Banks
FISHERS, Indiana
James Scott Carr
FISHERS, Indiana
Richard Joseph Ridenour
FISHERS, Indiana
Shaun Marie Irwin
FISHERS, Indiana
05

Office Locations

FISHERS, Indiana
4 advisors

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Data sourced from SEC Form ADV filings. FORUM SOLUTIONS GROUP, LLC (CRD# 143075) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.