| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfred Andrew Marwede Declaration of Trust Dated November 30, 2018 Control | Limited Partner | 5-10% | 2012 |
| Allison Elizabeth Tronnes Control | Chief Compliance Officer | Under 5% | 2019 |
| David C. McLellan Trust Dated November 12, 2003 Control | Limited Partner | 5-10% | 2022 |
Forum Financial Management, LP reports $9 billion in regulatory assets under management on its Form ADV.
Forum Financial Management, LP reports 140 employees.
Forum Financial Management, LP is based in Lombard, IL and has been SEC-registered since 2009.
Forum Financial Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1900 South Highland Avenue, Suite 100, Lombard, IL 60148 |
| Phone | (630) 873-8520 |
| Fax | (630) 873-8536 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $8.95B |
| Non-discretionary | $76.2M |
| Total (RAUM) | $9.03B |