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Forum Financial Management, LP CRD 145706
$8.69B regulatory AUM 155 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2010-09-19 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Villa Park, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 08/2010 | Present |
| Faermark & Williams, Llc | Lombard | IL | 05/2002 | 12/2018 |
| Williams & Kite, Llc | Lombard | IL | 04/2026 | Present |
| Williams & Kite, Llc | Lombard | IL | 12/2018 | 03/2026 |
1) Williams & Kite, LLC; Not investment-related; 1900 South Highland Avenue, Suite 100, Lombard, IL 60148; Law firm; Of Counsel; 4/01/2026; 120 hours/month devoted; 120 hours during securities trading hours; attorney and trustee for private client family trusts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-18 |
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