FORUM FINANCIAL MANAGEMENT, LP is a LOMBARD, Illinois based financial advisory firm with nearly $8,531,276,819 in assets under management and provides investment advisory services for 21698 clients. There are currently 145 financial advisors at the firm.
General Information |
| Firm CRD#: | 145706 | |
| SEC#: | 801-69970 | |
| Assets under Management: | $8,531,276,819 | |
| No. of Clients: | 21698 | |
| No. of Advisors: | 145 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| FORUM FINANCIAL MANAGEMENT, LP | 145706 | 801-69970 | 21698 | 145 | $8,531,276,819 |
| STRATEGIC INVESTMENT SOLUTIONS, INC. | 143128 | 801-67584 | 3910 | 18 | $910,000,000 |
| WORLD EQUITY GROUP, INC. | 29087 | 801-56328 | 3103 | 190 | $858,545,669 |
| TSFG, LLC | 172555 | 801-99339 | 2651 | 18 | $854,306,837 |
| OAK RIDGE INVESTMENTS, LLC | 107066 | 801-35529 | 1667 | 11 | $899,852,844 |
| PARK PIEDMONT ADVISORS LLC | 129451 | 801-62540 | 1498 | 13 | $861,968,712 |
| CHICAGO OAKBROOK FINANCIAL GROUP | 333344 | 801-131428 | 1116 | 18 | $907,280,235 |
| KEELEY-TETON ADVISORS, LLC | 286297 | 801-108880 | 454 | 21 | $888,821,167 |
| HUNTER CAPITAL MANAGEMENT | 309050 | 801-118729 | 374 | 8 | $890,203,703 |
| MAREN CAPITAL | 319626 | 801-126517 | 75 | 5 | $888,954,863 |
| V-SQUARE QUANTITATIVE MANAGEMENT | 310355 | 801-119868 | 19 | 4 | $883,438,485 |
| GROWTH CATALYST PARTNERS, L.P. | 311410 | 801-121990 | 15 | 9 | $895,750,366 |
| KABOUTER MANAGEMENT, LLC | 153099 | 801-71611 | 11 | 23 | $876,673,683 |
| HEITMAN CAPITAL MANAGEMENT LLC | 105480 | 801-15473 | 8 | 294 | $8,597,401,634 |
| NEUBERGER BERMAN LOAN ADVISERS IV LLC | 324282 | 801-127324 | 3 | 3 | $865,208,349 |