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Forum Financial Management Achieves Milestone Surpassing $5 Billion in Assets
Forum Financial Management Achieves Milestone Surpassing $5 Billion in Assets
LOMBARD, Ill., Feb. 10, 2021 /PRNewswire/ Forum Financial Management, LP has grown to more than $5.3 billion of assets managed or serviced as of December 31, 2020, representing an increase of $3.2 billion in assets and an additional 38 advisors since the beginning of 2016. Forum has 16 partners and 63 advisors serving clients from 34 offices around the country including offices in California, Colorado, Florida, Illinois, New York, Texas, Utah and Virginia.
Forum partners and advisors have helped achieve this growth by remaining focused. Forum s experienced financial advisors, who all adhere to a consistent investment philosophy based on Dimensional and Vanguard funds, deliver highly personal financial planning through a fiduciary framework. This framework has attracted clients and advisors who believe in this investment app
/PRNewswire/ Forum Financial Management, LP has grown to more than $5.3 billion of assets managed or serviced as of December 31, 2020, representing an.