Forum Financial Management
Likely to Engage tag.Highly Engaged Employees

Finance · Illinois, United States · 201-500 Employees

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Overview

Headquarters

1900 S Highland Ave Ste 100, Lombard, Il...

Phone Number

(630) 873-8520

Revenue

$128.9 Million

Industry

Finance Securities Trading
ZI Rank: 4
Signal Type
Mar
Apr
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Jul
Aug
ZI Rank
3
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4
2
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4

About Forum Financial Management

Forum advisors are specialists when building financial plans, and we are serious about tax planning, healthcare expense planning and estate planning.Explore more
Forum Financial Management's Social MediaPopular SearchesForum Financial Management LPForum Financial Management LLCForum Financial Group IncForum Financial ManagementWilson Stark & BasilaSIC Code 62,628NAICS Code 52,523Show more

Forum Financial Management Org Chart

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Mac Davis, Chief Operating Officer at Forum Financial Management
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Chief Operating Officer

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Laura Latragna, Chief Marketing Officer at Forum Financial Management
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Chief Marketing Officer

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Chief Technology Officer, Financial & Advisor

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Chief of Staff

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Forum Financial Managemen...

$128.9M
201-500
Private
<$5M
2002
Mac Davis, Chief Operating Officer at Forum Financial Management
Mac DavisChief Operating Officer
$43.8M
51-200
Private
-
1997
ES
Eric SmithRelationship Manager
$37.2M
51-200
Private
<$5M
2001
Jennifer Menzie, Chief Executive Officer & President at Cumberland Trust
Jennifer MenzieCEO & President
$30.1M
51-200
Private
-
2001
JH
Joseph HudeckChief Financial Officer
$11.1M
51-200
Private
<$5M
2000
CA
Carolyn AdkinsAccount Manager, Client
$9M
11-50
Private
-
2014
N/A
$6M
51-200
Private
-
2006
N/A
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

Forum Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Forum Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Forum Financial Management.

Forum Financial Management financials insights

Gather financial insights about Forum Financial Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Forum Financial Management's Financials Insights

Forum Financial Management Tech Stack

A closer look at the technologies used by Forum Financial Management

Top Finance Companies

Frequently Asked Questions Regarding Forum Financial Management

What is Forum Financial Management's official website?
Forum Financial Management's official website is www.forumfinancial.com
What is Forum Financial Management's Revenue?
Forum Financial Management's revenue is $128.9 Million
What is Forum Financial Management's SIC code?
Forum Financial Management's SIC: 62,628
What is Forum Financial Management's NAICS code?
Forum Financial Management's NAICS: 52,523
How many employees does Forum Financial Management have?
Forum Financial Management has 201-500 employees
What industry does Forum Financial Management belong to?
Forum Financial Management is in the industry of: Finance, Securities Trading
What is Forum Financial Management competition?
Forum Financial Management top competitors include: HBKS Wealth Advisors, Cumberland Trust, Cunningham Consultants, Brightworth
What technology does Forum Financial Management use?
Some of the popular technologies that Forum Financial Management uses are: DocuSign, WordPress.org, reCAPTCHA, PHP
Who is the CTO of Forum Financial Management?
Forum Financial Management's CTO is Sanjay Sharma
How do I contact Forum Financial Management?
Forum Financial Management contact info: Phone number: (630) 873-8520 Website: www.forumfinancial.com
What does Forum Financial Management do?

Forum advisors are specialists when building financial plans, and we are serious about tax planning, healthcare expense planning and estate planning.... Read More

What are Forum Financial Management social media links?
Forum Financial Management Linkedin page Forum Financial Management Twitter page Forum Financial Management Facebook page
Is Forum Financial Management a public company?
Forum Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Forum Financial Management

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