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
Nedal Halawa (CRD# 3079765) 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.
Alan Hambourger (CRD# 1846051) is an Investment Advisor Representative working at Forum Financial Management, LP in Ponce Inlet, FL and has over 33 years of experience in the finance industry.
Marcus Heinrich (CRD# 1264506) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 35 years of experience in the finance industry.
James Huskin (CRD# 2779194) is an Investment Advisor Representative working at Forum Financial Management, LP in Milwaukee, WI and has over 16 years of experience in the finance industry.
Michael Kennedy (CRD# 865316) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 21 years of experience in the finance industry.
Howard Kite (CRD# 1017428) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 42 years of experience in the finance industry.
Michael Kite (CRD# 5897225) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 12 years of experience in the finance industry.
Leon Kolodziej (CRD# 5166649) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 17 years of experience in the finance industry.
Christopher Lamia (CRD# 2374768) is an Investment Advisor Representative working at Forum Financial Management, LP in Thousand Oaks, CA and has over 30 years of experience in the finance industry.
James Lapera (CRD# 2026236) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 34 years of experience in the finance industry.