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
Juan Ros (CRD# 6028956) is an Investment Advisor Representative working at Lamia Financial Group, Inc. in Thousand Oaks, CA and has 6 years of experience in the finance industry. Juan Ros 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Julie Schatz (CRD# 4767682) is an Investment Advisor Representative working at Forum Financial Management, LP in Menlo Park, CA and has over 20 years of experience in the finance industry.
Mark Schmulen (CRD# 6776157) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 7 years of experience in the finance industry.
Andrea Schreiber (CRD# 6122090) is an Investment Advisor Representative working at Forum Financial Management, LP in Naperville, IL and has over 11 years of experience in the finance industry.
David Seery (CRD# 6609184) is an Investment Advisor Representative working at Forum Financial Management, LP in Thousand Oaks, CA and has 1 year of experience in the finance industry.
Stephen Senesac (CRD# 1846064) 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.
Benjamin Sevcik (CRD# 6402728) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has 1 year of experience in the finance industry.
Brian Shapiro (CRD# 4561250) 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.
Bruce Skryd (CRD# 1964652) 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.
David Smith (CRD# 1357671) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 28 years of experience in the finance industry.