Insights

Growing Investment Portfolio Forum Financial has demonstrated active client engagement through recent strategic asset acquisitions, including stakes in Nordson, Kellanova, and Takeda Pharmaceutical, indicating a focus on diversified alternative investments and potential for expanding high-net-worth client services.

Recognition & Credibility Being named one of Barron's 2023 Top 100 RIA Firms enhances its market credibility, making it an attractive partner for advanced financial technology solutions, compliance tools, and premium advisory services targeting similar high-caliber firms.

Modern Digital Presence The launch of a new website in 2022 and the use of advanced tech tools like WordPress, DocuSign, and Zendesk indicate a commitment to digital transformation, opening opportunities for innovative client engagement platforms and secure data management solutions.

Mid-Sized Market Focus With a team of 51-200 employees and revenue between $50M and $100M, Forum Financial occupies a niche that values tailored financial technology, scalable investments in client management, and targeted marketing solutions aimed at similar mid-sized firms.

Potential for Technology Expansion Given the reliance on fintech tools and evidence-based investing strategies, there is an opportunity to introduce advanced analytics, AI-driven portfolio management, and automation software to enhance operational efficiencies and client outcomes.

Similar companies to Forum Financial Management, LP

Forum Financial Management, LP Tech Stack

Forum Financial Management, LP uses 8 technology products and services including WordPress, Open Graph, Zendesk, and more. Explore Forum Financial Management, LP's tech stack below.

WordPress
Content Management System
Open Graph
Content Management System
Zendesk
Documentation Tools
Indeed
Human Resource Management System
DocuSign
Miscellaneous
PHP
Programming Languages
reCAPTCHA
Security
Animate.css
UI Frameworks

Media & News

Forum Financial Management, LP's Email Address Formats

Forum Financial Management, LP uses at least 2 format(s):

Forum Financial Management, LP Email Formats	Example	Percentage
FLast@forumfin.com	JDoe@forumfin.com	94%
FirstLast@forumfin.com	JohnDoe@forumfin.com	3%
Last@forumfin.com	Doe@forumfin.com	2%
FMLast@forumfin.com	JMDoe@forumfin.com	1%
FLast@forumfinancial.com	JDoe@forumfinancial.com	92%
FirstLast@forumfinancial.com	JohnDoe@forumfinancial.com	4%
FirLast@forumfinancial.com	JohDoe@forumfinancial.com	4%

Frequently Asked Questions

Where is Forum Financial Management, LP's headquarters located?

Forum Financial Management, LP's main headquarters is located at 1900 South Highland Avenue, Suite 100. The company has employees across 1 continents, including North America.

What is Forum Financial Management, LP's phone number?

You can contact Forum Financial Management, LP's main corporate office by phone at

+1-630-873-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Forum Financial Management, LP's official website and social media links?

Forum Financial Management, LP's official website is forumfinancial.com and has social profiles on LinkedIn.

What is Forum Financial Management, LP's NAICS code?

Forum Financial Management, LP's NAICS code is 52 - Finance and Insurance.

How many employees does Forum Financial Management, LP have currently?

As of December 2025, Forum Financial Management, LP has approximately 111 employees across 1 continents, including North America. Key team members include Chief Operating Officer & Partner: K. K.Chief Of Staff: B. B.Partner: J. C. R.. Explore Forum Financial Management, LP's employee directory with LeadIQ.

What industry does Forum Financial Management, LP belong to?

Forum Financial Management, LP operates in the Financial Services industry.

What technology does Forum Financial Management, LP use?

Forum Financial Management, LP's tech stack includes WordPressOpen GraphZendeskIndeedDocuSignPHPreCAPTCHAAnimate.css.

What is Forum Financial Management, LP's email format?

Forum Financial Management, LP's email format typically follows the pattern of FLast@forumfin.com. Find more Forum Financial Management, LP email formats with LeadIQ.

When was Forum Financial Management, LP founded?

Forum Financial Management, LP was founded in 2002.

Forum Financial Management, LP

Q: What technology does Forum Financial Management, LP use?

Forum Financial Management, LP's tech stack includes jQuery, Apache HTTP Server, Google Tag Manager, Zendesk, Apache.

Financial ServicesIllinois, United States51-200 Employees

At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That’s what we consider to be the enduring value of working with an advisor  -- we are there for our clients through every season.