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).
Total Assets Under Management20MILLION
Total Number of Accounts146ACCOUNTS
Average Account Value$136,764
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
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.