← Back to searchVisit website
FORUM PRIVATE CLIENT GROUP
FORUM SOLUTIONS GROUP, LLC
CRD 143075 · SEC 801-78874
11313 USA PARKWAY, FISHERS, IN, 46037-0000, United States
Phone
317-558-6322
Fax
317-558-6320
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$403.3M
Discretionary AUM
$381.0M
Team
11 total employees; 7 advisory reps; 93 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsPODCAST
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 520 | $158.5M |
| High net worth individuals | 115 | $243.4M |
States served
IN, MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD