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).

By the Numbers
  • Total Assets Under Management
    8,531
    MILLION
  • Total Number of Accounts
    21,698
    ACCOUNTS
  • Average Account Value
    $393,183
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Forum Financial Management, LP
Showing 1 - 10 of 95 top financial advisors.
1
John J. Adam
CRD#: 2010380
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148

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.

2
Andrew J. Alter
CRD#: 6001039
300 Craig Road, Suite 206, Manalapan, NJ 07726

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.

3
Ronald D. Austin
CRD#: 2346953
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

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.

4
Nirav R. Batavia
CRD#: 4699593
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

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.

5
Howard Benario
CRD#: 5639279
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148

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.

6
Jeffrey A. Borenstein
CRD#: 3181733
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

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.

7
Louis P. Brown
CRD#: 6482969
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

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.

8
David E. Campbell
CRD#: 3119986
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

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.

9
Nicole A. Campbell
CRD#: 6576056
Saint Charles, IL

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.

10
Thomas J. Campbell
CRD#: 3119960
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

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.

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