|
⚲
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| Forum Solutions Group LLC
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| |
|---|---|
| CRD # | 143075 |
| SEC # | 801-78874 |
| CIK # | |
| AUM | $297.0 MM (2024-03-07) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 317-558-6322 |
| Address | 11313 USA Parkway Fishers, IN 46037-0000 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 442 | 148.7 |
| (b) Individuals (high net worth individuals) | 76 | 145.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,245 | 297.0 |
| By Discretionary | ||
| Discretionary | 1,126 | 270.7 |
| Non-Discretionary | 119 | 26.3 |
| Total | 1,245 | 297.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.0 | |
| Total | 1,245 | 297.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Beacon Financial Planning Inc
✚
|
MA | 0.3 |
|
Paradigm Wealth LLC
✚
|
NE | 0.3 |
|
Smart Wealth LLC
✚
|
NE | 0.3 |
|
Tiemann Investment Advisors LLC
✚
|
CA | 0.3 |
|
Capital Square LLC
✚
|
TN | 0.3 |
|
Hurley Financial Group Inc
✚
|
OR | 0.3 |
|
Comprehensive Wealth Management LLC
✚
|
WA | 0.3 |
|
Keating Financial Advisory Services Inc
✚
|
KS | 0.3 |
|
Prudent Investors Network Inc
✚
|
CA | 0.3 |
|
Kingdom Financial Group LLC
✚
|
AZ | 0.3 |