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Forum Financial Management LP
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CRD # | 145706 |
SEC # | 801-69970 |
CIK # | 0001761442, 0001911832 |
AUM | $8.5 BB (2024-08-26) |
Employees | 145 (61% Investors, 8% Brokers) |
Phone | 630-873-8520 |
Address | 1900 South Highland Avenue Lombard, IL 60148 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AMGN | 130.1 | 0.1 | |
AAPL | 2,382.8 | 0.1 | |
OSBC | 0.6 | 0.0 | |
MSFT | 1,918.2 | 0.0 | |
META | 434.9 | 0.0 | |
AMZN | 1,093.0 | 0.0 | |
NVDA | 399.6 | 0.0 | |
JPM | 340.2 | 0.0 | |
PLTR | 19.1 | 0.0 | |
GOOGL | 1,475.1 | 0.0 |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 3,837 | 1.4 |
(b) Individuals (high net worth individuals) | 1,300 | 5.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 112 | 0.2 |
(h) Charitable organizations | 8 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 15 | 1.4 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 13 | 0.5 |
(n) Other | 0 | 0.0 |
Total | 21,698 | 8.5 |
By Discretionary | ||
Discretionary | 21,444 | 8.4 |
Non-Discretionary | 254 | 0.1 |
Total | 21,698 | 8.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 8.5 | |
Total | 21,698 | 8.5 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
D | [0001761442] | |
13F-HR | [0001911832] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Gateway Investment Advisers LLC
✚
|
OH | 8.8 |
Pyrford International Ltd
✚
|
8.6 | |
Shepherd Kaplan LLC
✚
|
MA | 8.6 |
Newedge Wealth LLC
✚
|
CT | 8.6 |
James Hambro & Partners LLP
✚
|
8.5 | |
Bartlett & Co Wealth Management LLC
✚
|
OH | 8.4 |
Johnson Wealth Inc
✚
|
WI | 8.4 |
Ferguson Wellman Capital Management Inc
✚
|
OR | 8.4 |
Prowell Financial Management LLC
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|
PA | 8.3 |
Mariner Independent Advisor Network LLC
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|
KS | 8.1 |