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David C. McLellan Trust Dated November 12, 2003

Limited PartnerForum Financial Management, LP

About David C. McLellan Trust Dated November 12, 2003

David C. McLellan Trust Dated November 12, 2003 is listed as Limited Partner at Forum Financial Management, LP in Lombard, IL. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Forum Financial Management, LP
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David C. McLellan Trust Dated November 12, 2003 work?

David C. McLellan Trust Dated November 12, 2003 is listed as Limited Partner at Forum Financial Management, LP on SEC Form ADV.

How much of Forum Financial Management, LP does David C. McLellan Trust Dated November 12, 2003 own?

Form ADV reports a beneficial ownership band of 5-10%.

Forum Financial Management, LP

TitleLimited Partner
Ownership5-10%
Control personYes
Since2022
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