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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-22 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Thousand Oaks, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lamia Financial Group, Inc. | Thousand Oaks | CA | 07/2008 | 12/2023 |
| Forum Financial Management, Lp | Lombard | IL | 10/2018 | 12/2023 |
| Lamia Financial Group, Inc. | Thousand Oaks | CA | 07/2008 | 04/2019 |
| Forum Financial Management, Lp | Lombard | IL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-27 |
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