FORUM FINANCIAL MANAGEMENT, LP
SEC Form ADV profile.
Total regulatory AUM
$8,690,717,334
Discretionary
$8,690,717,334
Non-discretionary
$0
Firm details
- CRD number
- 145706
- SEC file number
- 801-69970
- Main office
- LOMBARD, IL, United States
- Employees
- 143
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.