FORUM SOLUTIONS GROUP, LLC
Doing business as FORUM PRIVATE CLIENT GROUP. SEC Form ADV profile.
Total regulatory AUM
$403,252,773
Discretionary
$381,043,472
Non-discretionary
$22,209,301
Firm details
- CRD number
- 143075
- SEC file number
- 801-78874
- Main office
- FISHERS, IN, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.