The Financial Forum, LLC
The Financial Forum, LLC (CRD# 150049) is a financial advisory firm headquartered in Tempe, AZ. They manage $17,147,266 in 154 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts154ACCOUNTS
Average Account Value$111,346
- 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.