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 81 - 90 of 95 top financial advisors.
81
Laura Norek, financial advisor Lombard IL
Laura S. Norek
CRD#: 7851963
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Laura Norek (CRD# 7851963) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has 1 year of experience in the finance industry.

82
Shequeta Rice, financial advisor Lombard IL
Shequeta J. Rice
CRD#: 7801829
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Shequeta Rice (CRD# 7801829) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has 1 year of experience in the finance industry.

83
Logan Sanders, financial advisor Lombard IL
Logan T. Sanders
CRD#: 6654448
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Logan Sanders (CRD# 6654448) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has 1 year of experience in the finance industry.

84
Kyle Schroeder, financial advisor Lombard IL
Kyle S. Schroeder
CRD#: 5713881
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Kyle Schroeder (CRD# 5713881) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 8 years of experience in the finance industry.

85
John Schultz, financial advisor Lombard IL
John J. Schultz
CRD#: 7180054
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

John Schultz (CRD# 7180054) 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.

86
Elisa Schvaneveldt, financial advisor Lombard IL
Elisa R. Schvaneveldt
CRD#: 7350320
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Elisa Schvaneveldt (CRD# 7350320) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 3 years of experience in the finance industry.

87
Raleigh Smith, financial advisor Miami FL
Raleigh A. Smith
CRD#: 7137867
5900 Southwest 73rd Street, Suite 300, Miami, FL 33143

Raleigh Smith (CRD# 7137867) is an Investment Advisor Representative working at Forum Financial Management, LP in Miami, FL and has 1 year of experience in the finance industry.

88
Ngoc Sou, financial advisor Lansing NY
Ngoc T. Sou
CRD#: 7618265
Lansing, NY

Ngoc Sou (CRD# 7618265) is an Investment Advisor Representative working at Forum Financial Management, LP in Lansing, NY and has 1 year of experience in the finance industry.

89
Jeffrey Spokas, financial advisor San Diego CA
Jeffrey K. Spokas
CRD#: 6069760
San Diego, CA

Jeffrey Spokas (CRD# 6069760) is an Investment Advisor Representative working at Forum Financial Management, LP in San Diego, CA and has 1 year of experience in the finance industry.

90
Matthew Spokas, financial advisor Lombard IL
Matthew J. Spokas
CRD#: 7579903
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Matthew Spokas (CRD# 7579903) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has 1 year 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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