Forum Partners Investment Management LLC

Forum Partners Investment Management LLC (CRD# 161192) is a financial advisory firm headquartered in Old Greenwich, CT. They manage $1,106,748,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,107
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $92,229,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Forum Partners Investment Management LLC
No Advisor Found.
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