Forum Financial Management, LP

Forum Financial Management, LP (CRD# 145706) is a financial advisory firm headquartered in Lombard, IL. They manage $8,531,276,819 in 21,698 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
1900 South Highland Avenue, Suite 100, Lombard, IL 60148
http://www.forumfinancial.com
By the Numbers
  • Total Assets Under Management
    8,531
    MILLION
  • Total Number of Accounts
    21,698
    ACCOUNTS
  • Average Account Value
    $393,183
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Forum Financial Management, LP
Showing 31 - 40 of 95 top financial advisors.
31
David Lennon, financial advisor Joliet IL
David D. Lennon
CRD#: 2505780
333 North Hammes Avenue, Suite 104, Joliet, IL 60435

David Lennon (CRD# 2505780) is an Investment Advisor Representative working at Forum Financial Management, LP in Joliet, IL and has over 29 years of experience in the finance industry.

32
Lou Ann Lisack, financial advisor Orland Park IL
Lou Ann Lisack
CRD#: 6281404
15255 South 94th Avenue, Suite 205, Orland Park, IL 60462

Lou Ann Lisack (CRD# 6281404) is an Investment Advisor Representative working at Forum Financial Management, LP in Orland Park, IL and has over 9 years of experience in the finance industry.

33
Thomas Longo, financial advisor Lombard IL
Thomas R. Longo
CRD#: 2032497
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Thomas Longo (CRD# 2032497) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 19 years of experience in the finance industry.

34
Megan Martin, financial advisor Skokie IL
Megan E. Martin
CRD#: 5971855
4709 West Golf Road, Suite 1015, Skokie, IL 60076

Megan Martin (CRD# 5971855) is an Investment Advisor Representative working at Forum Financial Management, LP in Skokie, IL and has over 5 years of experience in the finance industry.

35
Steven Martin, financial advisor Lombard IL
Steven R. Martin
CRD#: 4624553
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Steven Martin (CRD# 4624553) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 21 years of experience in the finance industry.

36
Alfred Marwede, financial advisor Lake Forest IL
Alfred A. Marwede
CRD#: 2230521
181 East Westminster Road, Lake Forest, IL 60045

Alfred Marwede (CRD# 2230521) is an Investment Advisor Representative working at Forum Financial Management, LP in Lake Forest, IL and has over 31 years of experience in the finance industry.

37
David McClellan, financial advisor Lombard IL
David C. McClellan
CRD#: 4352059
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

David McClellan (CRD# 4352059) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 8 years of experience in the finance industry.

38
Eric McGinnis, financial advisor Lombard IL
Eric F. McGinnis
CRD#: 6264467
1900 South Highland Avenue, Suite 100, Lombard, IL 60148

Eric McGinnis (CRD# 6264467) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 10 years of experience in the finance industry.

39
Robert Methven, financial advisor Midlothian VA
Robert T. Methven
CRD#: 3004179
14321 Winter Breeze Drive, Suite 24, Midlothian, VA 23113

Robert Methven (CRD# 3004179) is an Investment Advisor Representative working at Forum Financial Management, LP in Midlothian, VA and has over 21 years of experience in the finance industry.

40
Dennis Michon, financial advisor Orland Park IL
Dennis M. Michon
CRD#: 1387045
15255 South 94th Avenue, Suite 205, Orland Park, IL 60462

Dennis Michon (CRD# 1387045) is an Investment Advisor Representative working at Forum Financial Management, LP in Orland Park, IL and has over 11 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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