Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$401,872,701
Clients
635
18% high-net worth
Advisors
7
of 11 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
91
HighAverage account size
$632,870
Forum Private Client Group
11313 Usa Parkway
Fishers IN 46037-0000, United States
Number of offices
1
Florida · Indiana · Michigan · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fishers, IN
Forum Private Client Group
Series 65
Fishers, IN
Forum Private Client Group
Series 65
Fishers, IN
Forum Private Client Group
CFP®, Series 63, Series 65
Fishers, IN
Forum Private Client Group
CFP®, Series 65
Fishers, IN
Forum Private Client Group
CFP®, Series 63, Series 65
Fishers, IN
Forum Private Client Group
Series 65
Fishers, IN
Forum Private Client Group
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