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FORUM FINANCIAL MANAGEMENT, LP
Tel: (630) 873-8520
1900 South Highland Avenue Suite 100
Lombard, Illinois 60148
FORUM FINANCIAL MANAGEMENT, LP
FORUM FINANCIAL MANAGEMENT, LP is a Lombard, Illinois based financial advisory firm with nearly $8,531,276,819 in assets under management and provides investment advisory services for 21698 clients. There are currently 145 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
145706
SEC#:
801-69970
No. of Clients:
21698
Assets under Management
$8,531,276,819
No. of Advisors:
145
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