Julie Ann Schatz

Employer firm

Forum Financial Management, LP CRD 145706

$8.69B regulatory AUM 155 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → 08/2023
  Investor'S Capital Management, Llc
  Menlo Park, CA
• 05/2023 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 08/2023 → Present
  Forum Financial Management, Lp
  Lombard, IL

Previous Registrations

• 2006-11-13 → 2023-08-01
  Investor'S Capital Management, Llc
  Menlo Park, CA
• 2004-03-08 → 2006-11-03
  Investor'S Capital Management
  Menlo Park, CA

Other Businesses

1) ChemGrout Inc. / ChemGrout Holdings, LLLP; Not investment-related; 805 East 31st Street, #1, La Grange Park, IL 60526; Manufacturing of grouting equipment; Member of the Board of Directors; 4/2022; 8 hours/month devoted; 0 hours during securities trading hours; Prepare for board meetings, take board meeting minutes, and help research on various topics for the organization. 2) F.A.M. LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 08/2023; Less than 5 hours per month; Less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-23

Designations

• Certified Financial Planner