FORUM FINANCIAL MANAGEMENT, LP

LOMBARD, IL · CRD 145706 · IAPD ↗ · (630) 873-8520

$8.69BRegulatory AUM

94Advisory reps

143Employees

155Clients

More than 500Planning clients

0Private funds

51States

0Disclosures

wealthSegment

ApprovedSEC status

Filing changes

55

September 2026 — FORUM FINANCIAL MANAGEMENT, LP added office(s): 54 -> 59 additional locations.

Count of additional offices increased.

Office IT & facilitiesCRMRecruiting & transitions

55

July 2026 — FORUM FINANCIAL MANAGEMENT, LP added office(s): 53 -> 54 additional locations.

Count of additional offices increased.

Office IT & facilitiesCRMRecruiting & transitions

77

April 2026 — FORUM FINANCIAL MANAGEMENT, LP grew from 87 to 94 advisory reps.

Advisory representative count grew materially (>=20% or >=5 reps).

CRMRecruiting & transitionsComplianceFinancial planning software

55

December 2025 — FORUM FINANCIAL MANAGEMENT, LP added office(s): 50 -> 53 additional locations.

Count of additional offices increased.

Office IT & facilitiesCRMRecruiting & transitions

55

August 2025 — FORUM FINANCIAL MANAGEMENT, LP added office(s): 49 -> 50 additional locations.

Count of additional offices increased.

Office IT & facilitiesCRMRecruiting & transitions

55

July 2025 — FORUM FINANCIAL MANAGEMENT, LP added office(s): 48 -> 49 additional locations.

Count of additional offices increased.

Office IT & facilitiesCRMRecruiting & transitions

55

April 2024 — FORUM FINANCIAL MANAGEMENT, LP added office(s): 43 -> 48 additional locations.

Count of additional offices increased.

Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.