Forum Private Client Group LLC

Forum Private Client Group LLC (CRD# 143075) is a financial advisory firm headquartered in Fishers, IN. They manage $201,648,824 in 934 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    934
    ACCOUNTS
  • Average Account Value
    $215,898
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, TX

Financial Advisors at Forum Private Client Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
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 LLC in Fishers, IN and has over 13 years of experience in the finance industry. Benjamen Banks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
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 LLC in Fishers, IN and has over 14 years of experience in the finance industry. Shaun Irwin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
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 LLC in Fishers, IN and has over 7 years of experience in the finance industry.

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