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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-17 |
| IL | RA | APPROVED | 2014-10-15 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Tax & Accounting Services Llc | Lombard | IL | 09/2011 | Present |
| Forum Financial Management, Lp | Lombard | IL | 09/2014 | Present |
1) Forum Tax and Accounting Services LLC; Not investment related; 1900 S. Highland Avenue, Lombard, IL 60148; Accounting and Tax Preparation; Partner; 09/2011; 140 hours per month devoted; 140 hours during securities trading hours; Provide accounting and tax preparation services. 2) Forum Administrative Services; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; Entity created to pay shared overhead expenses; Secretary; 07/2017; Less than 5 hours per month; Less than 5 hours during securities trading hours; Oversee and manage overhead costs and attend board meetings
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