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| Happy Holidays!! thanks for using AUM13F!! |
| Forum Financial Management LP
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| CRD # | 145706 |
| SEC # | 801-69970 |
| CIK # | 0001911832, 0001761442 |
| AUM | $9.0 B (2025-07-07) |
| Employees | 140 (62% Investors, 7% Brokers) |
| Phone | 630-873-8520 |
| Address | 1900 South Highland Avenue Lombard, IL 60148 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001911832 0001761442 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amgen Inc | 0.1 | ||
| Palantir Technologies Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,909 | 1.4 |
| (b) Individuals (high net worth individuals) | 1,443 | 5.6 |
| (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 | 113 | 0.2 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 14 | 1.1 |
| (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 | 48 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 21,456 | 9.0 |
| By Discretionary | ||
| Discretionary | 21,252 | 9.0 |
| Non-Discretionary | 204 | 0.1 |
| Total | 21,456 | 9.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.0 | |
| Total | 21,456 | 9.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001761442] | |
| 13F-HR | [0001911832] |
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|---|---|---|
|
Shepherd Kaplan LLC
✚
|
MA | 9.4 |
|
Bartlett & Co Wealth Management LLC
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OH | 9.4 |
|
Citizens Securities Inc
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RI | 9.2 |
|
Fifth Third Securities Inc
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OH | 9.1 |
|
Johnson Wealth Inc
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WI | 9.1 |
|
Conrad Siegel Investment Advisors Inc
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PA | 9.0 |
|
Ferguson Wellman Capital Management Inc
✚
|
OR | 9.0 |
|
Parallel Advisors LLC
✚
|
CA | 8.7 |
|
Perigon Wealth Management LLC
✚
|
CA | 8.7 |
|
Capital Analysts LLC
✚
|
PA | 8.7 |