SEC Form ADV

FORUM FINANCIAL MANAGEMENT, LP

Registered Investment AdviserIL
$8.7B
Assets Under Management
19,838
Total Clients
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Registration Details

Accession
CRD-145706
Location
LOMBARD, IL
Filing Date
May 26, 2026
AUM
$8.7B
Total Clients
19,838
Amendment
No

About this Adviser

FORUM FINANCIAL MANAGEMENT, LP is a registered investment adviser headquartered in LOMBARD, IL, managing approximately $8.7B in assets across 19,838 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.