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).

Current Firm Details
1900 South Highland Avenue, Suite 100, Lombard, IL 60148
https://www.facebook.com/forumfin
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 91 - 95 of 95 top financial advisors.
91
Marie Stark, financial advisor Cohoes NY
Marie E. Stark
CRD#: 3277754
132 Mohawk Street, Cohoes, NY 12047

Marie Stark (CRD# 3277754) is an Investment Advisor Representative working at Forum Financial Management, LP in Cohoes, NY and has over 24 years of experience in the finance industry.

92
Heidi Verbiscer, financial advisor Lombard IL
Heidi C. Verbiscer
CRD#: 7195056
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Heidi Verbiscer (CRD# 7195056) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 4 years of experience in the finance industry.

93
Joseph Vogenthaler, financial advisor Lombard IL
Joseph A. Vogenthaler
CRD#: 2186241
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Joseph Vogenthaler (CRD# 2186241) 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.

94
Brooks White, financial advisor Lombard IL
Brooks C. White
CRD#: 7306130
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Brooks White (CRD# 7306130) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has 1 year of experience in the finance industry.

95
Robert Wurzburg, financial advisor Lombard IL
Robert I. Wurzburg
CRD#: 5522955
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Robert Wurzburg (CRD# 5522955) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 11 years of experience in the finance industry.

PREV ... 6 7 8 9 10

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals