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| Happy Holidays!! thanks for using AUM13F!! |
| Forum Solutions Group LLC
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| CRD # | 143075 |
| SEC # | 801-78874 |
| CIK # | |
| AUM | $342.4 M (2025-06-26) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 317-558-6322 |
| Address | 11313 USA Parkway Fishers, IN 46037-0000 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 426 | 153.6 |
| (b) Individuals (high net worth individuals) | 97 | 187.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,307 | 342.4 |
| By Discretionary | ||
| Discretionary | 1,217 | 319.6 |
| Non-Discretionary | 90 | 22.8 |
| Total | 1,307 | 342.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 342.4 | |
| Total | 1,307 | 342.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RW Roge & Company Inc
✚
|
NY | 0.4 |
|
Owl Creek Wealth Partners LLC
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|
CO | 0.4 |
|
Cairn Investment Group Inc
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WA | 0.4 |
|
Hurley Financial Group Inc
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|
OR | 0.4 |
|
Rise Advisors LLC
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|
NY | 0.3 |
|
Kingdom Financial Group LLC
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|
AZ | 0.3 |
|
Greenberg Financial Group
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|
AZ | 0.3 |
|
Sjbenen Advisory LLC
✚
|
0.3 | |
|
Taylor & Morgan Wealth Management LLC
✚
|
MI | 0.3 |
|
SWMG LLC
✚
|
TX | 0.3 |