Forum Financial Management, LP
Forum Financial Management, LP (CRD# 145706) is a financial advisory firm headquartered in Lombard, IL. They manage $8,531,276,819 in 21,698 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management8,531MILLION
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Total Number of Accounts21,698ACCOUNTS
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Average Account Value$393,183
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
John Adam (CRD# 2010380) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 32 years of experience in the finance industry. John Adam has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Alter (CRD# 6001039) is an Investment Advisor Representative working at Forum Financial Management, LP in Manalapan, NJ and has 1 year of experience in the finance industry. Andrew Alter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ronald Austin (CRD# 2346953) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 22 years of experience in the finance industry.
Nirav Batavia (CRD# 4699593) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 20 years of experience in the finance industry.
Howard Benario (CRD# 5639279) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 14 years of experience in the finance industry.
Jeffrey Borenstein (CRD# 3181733) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 24 years of experience in the finance industry. Jeffrey Borenstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Louis Brown (CRD# 6482969) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 8 years of experience in the finance industry.
David Campbell (CRD# 3119986) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 25 years of experience in the finance industry. David Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nicole Campbell (CRD# 6576056) is an Investment Advisor Representative working at Forum Financial Management, LP in Saint Charles, IL and has over 8 years of experience in the finance industry. Nicole Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Campbell (CRD# 3119960) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 25 years of experience in the finance industry.