LP Profile

Forum Private Client Group

Also known as forum private client

Wealth ManagerFishers, United StatesFounded 2007
Fishers
Headquarters
Investment Focus

About Forum Private Client Group

Forum Private Client Group is a wealth manager based in Fishers, US. Founded in 2007.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Forum Private Client Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$403.3M
Total Clients
1,490
Filing Date
February 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Forum Private Client Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Forum Private Client Group?

Forum Private Client Group is a wealth manager based in Fishers, United States.

Where is Forum Private Client Group headquartered?

Forum Private Client Group is headquartered in Fishers, United States.

When was Forum Private Client Group founded?

Forum Private Client Group was founded in 2007.

How can I contact Forum Private Client Group?

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