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
http://www.forumfinancial.com
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 61 - 70 of 95 top financial advisors.
61
Joseph Spokas, financial advisor Lombard IL
Joseph A. Spokas
CRD#: 1688775
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148

Joseph Spokas (CRD# 1688775) 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.

62
Seth Stammler, financial advisor Lombard IL
Seth M. Stammler
CRD#: 5942326
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Seth Stammler (CRD# 5942326) 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.

63
Jeffrey Stark, financial advisor Cohoes NY
Jeffrey W. Stark
CRD#: 5393870
132 Mohawk Street, Cohoes, NY 12047

Jeffrey Stark (CRD# 5393870) is an Investment Advisor Representative working at Forum Financial Management, LP in Cohoes, NY and has over 16 years of experience in the finance industry.

64
John Vires, financial advisor Lombard IL
John W. Vires
CRD#: 2878363
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

John Vires (CRD# 2878363) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 6 years of experience in the finance industry.

65
Arvin Weindruch, financial advisor Lombard IL
Arvin T. Weindruch
CRD#: 2111518
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Arvin Weindruch (CRD# 2111518) 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.

66
Michelle Weindruch, financial advisor Lombard IL
Michelle E. Weindruch
CRD#: 5970159
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Michelle Weindruch (CRD# 5970159) 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.

67
Mary Wesche, financial advisor Lombard IL
Mary P. Wesche
CRD#: 3175592
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Mary Wesche (CRD# 3175592) 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.

68
Samuel Williams, financial advisor Midlothian VA
Samuel R. Williams
CRD#: 6070713
14321winter Breeze Drive, Suite 24, Midlothian, VA 23113

Samuel Williams (CRD# 6070713) is an Investment Advisor Representative working at Forum Financial Management, LP in Midlothian, VA and has over 10 years of experience in the finance industry.

69
Susan Williams, financial advisor Lombard IL
Susan R. Williams
CRD#: 5834980
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148

Susan Williams (CRD# 5834980) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 13 years of experience in the finance industry.

70
Dennis Wojcicki, financial advisor Itasca IL
Dennis J. Wojcicki
CRD#: 1582619
1247 Norwood Avenue, Itasca, IL 60143

Dennis Wojcicki (CRD# 1582619) is an Investment Advisor Representative working at Forum Financial Management, LP in Itasca, IL and has over 32 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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