The Financial Forum, LLC

The Financial Forum, LLC (CRD# 150049) is a financial advisory firm headquartered in Tempe, AZ. They manage $19,967,519 in 146 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
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.


Financial Advisors at The Financial Forum, LLC
Showing 1 - 1 of 1 top financial advisors.
Nyle A. Gentry
CRD#: 1072302
5470 South Lakeshore Drive, Suite 105, Tempe, AZ 85283

Nyle Gentry (CRD# 1072302) is an Investment Advisor Representative working at The Financial Forum, LLC in Tempe, AZ and has over 35 years of experience in the finance industry.

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