| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamen Michael Banks Control | Assistant Vice President | Under 5% | 2022 |
| Forum Credit Union Control | Managing Member | Over 75% | 2006 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2017 |
Forum Solutions Group, LLC reports $342.4 million in regulatory assets under management on its Form ADV.
Forum Solutions Group, LLC reports 10 employees.
Forum Solutions Group, LLC is based in Fishers, IN and has been SEC-registered since 2014.
Forum Solutions Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11313 USA Parkway, Fishers, IN 46037-0000 |
| Phone | 317-558-6322 |
| Fax | 317-558-6320 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $319.6M |
| Non-discretionary | $22.8M |
| Total (RAUM) | $342.4M |