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 11 - 20 of 95 top financial advisors.
11
Jennifer Cray, financial advisor Menlo Park CA
Jennifer H. Cray
CRD#: 4297411
1100 Alma Street, Suite 200, Menlo Park, CA 94025

Jennifer Cray (CRD# 4297411) is an Investment Advisor Representative working at Forum Financial Management, LP in Menlo Park, CA and has over 22 years of experience in the finance industry.

12
Gary Crocus, financial advisor Lombard IL
Gary E. Crocus
CRD#: 3184919
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Gary Crocus (CRD# 3184919) 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.

13
William Davis, financial advisor Lombard IL
William M. Davis
CRD#: 7076629
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

William Davis (CRD# 7076629) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 5 years of experience in the finance industry.

14
Jeffrey Doblin, financial advisor Skokie IL
Jeffrey B. Doblin
CRD#: 4636531
4709 Golf Road, Suite 1015, Skokie, IL 60076

Jeffrey Doblin (CRD# 4636531) is an Investment Advisor Representative working at Forum Financial Management, LP in Skokie, IL and has 1 year of experience in the finance industry.

15
Daniel Drallmeier, financial advisor Lombard IL
Daniel J. Drallmeier
CRD#: 6440759
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Daniel Drallmeier (CRD# 6440759) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 9 years of experience in the finance industry.

16
Paul Draniczarek, financial advisor Westmont IL
Paul R. Draniczarek
CRD#: 5729453
414 Plaza Drive, Suite 304, Westmont, IL 60559

Paul Draniczarek (CRD# 5729453) is an Investment Advisor Representative working at Forum Financial Management, LP in Westmont, IL and has over 14 years of experience in the finance industry.

17
William Fates, financial advisor Itasca IL
William A. Fates
CRD#: 2477042
115 West Orchard Street, Itasca, IL 60143

William Fates (CRD# 2477042) is an Investment Advisor Representative working at Forum Financial Management, LP in Itasca, IL and has over 26 years of experience in the finance industry.

18
Karma Forrestal, financial advisor Lombard IL
Karma A. Forrestal
CRD#: 4214390
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Karma Forrestal (CRD# 4214390) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 18 years of experience in the finance industry.

19
Debra Gardi, financial advisor Sarasota FL
Debra A. Gardi
CRD#: 2196712
7061 South Tamiami Trail, Sarasota, FL 34231

Debra Gardi (CRD# 2196712) is an Investment Advisor Representative working at Forum Financial Management, LP in Sarasota, FL and has over 32 years of experience in the finance industry.

20
Christopher Genzler, financial advisor Lombard IL
Christopher J. Genzler
CRD#: 1328896
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Christopher Genzler (CRD# 1328896) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 33 years of experience in the finance industry.

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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.

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