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Lamia Family Trust Dated October 8, 1999

Limited PartnerForum Financial Management, LP

About Lamia Family Trust Dated October 8, 1999

Lamia Family Trust Dated October 8, 1999 is listed as Limited Partner at Forum Financial Management, LP in Lombard, IL. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Forum Financial Management, LP
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lamia Family Trust Dated October 8, 1999 work?

Lamia Family Trust Dated October 8, 1999 is listed as Limited Partner at Forum Financial Management, LP on SEC Form ADV.

How much of Forum Financial Management, LP does Lamia Family Trust Dated October 8, 1999 own?

Form ADV reports a beneficial ownership band of 10-25%.

Forum Financial Management, LP

TitleLimited Partner
Ownership10-25%
Control personYes
Since2018