Forum Private Client Group

Forum Private Client Group (CRD# 143075) is a financial advisory firm headquartered in Fishers, IN. They manage $297,007,158 in 1,245 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
11313 Usa Parkway, Fishers, IN 46037
https://www.forumcu.com/wealth-management/private-client-group
By the Numbers
  • Total Assets Under Management
    297
    MILLION
  • Total Number of Accounts
    1,245
    ACCOUNTS
  • Average Account Value
    $238,560
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, TX

Financial Advisors at Forum Private Client Group
Showing 1 - 5 of 5 top financial advisors.
1
Benjamen Banks, financial advisor Fishers IN
Benjamen M. Banks
CRD#: 5124959
11313 Usa Parkway, Fishers, IN 46037

Benjamen Banks (CRD# 5124959) is an Investment Advisor Representative working at Forum Private Client Group in Fishers, IN and has over 17 years of experience in the finance industry.

2
Shaun Irwin, financial advisor Fishers IN
Shaun M. Irwin
CRD#: 4934031
11313 Usa Parkway, Fishers, IN 46037

Shaun Irwin (CRD# 4934031) is an Investment Advisor Representative working at Forum Private Client Group in Fishers, IN and has over 18 years of experience in the finance industry.

3
Tammy Marrs, financial advisor Fishers IN
Tammy L. Marrs
CRD#: 6121724
11313 Usa Parkway, Fishers, IN 46037

Tammy Marrs (CRD# 6121724) is an Investment Advisor Representative working at Forum Private Client Group in Fishers, IN and has over 11 years of experience in the finance industry.

4
Charles Grigsby, financial advisor Fishers IN
Charles J. Grigsby
CRD#: 7325792
11313 Usa Parkway, Fishers, IN 46037

Charles Grigsby (CRD# 7325792) is an Investment Advisor Representative working at Forum Private Client Group in Fishers, IN and has over 3 years of experience in the finance industry.

5
Derek Sanders, financial advisor Fishers IN
Derek M. Sanders
CRD#: 7746241
11313 Usa Parkway, Fishers, IN 46037

Derek Sanders (CRD# 7746241) is an Investment Advisor Representative working at Forum Private Client Group in Fishers, IN and has over 2 years of experience in the finance industry.

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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