Forum Financial Management Revenue

Financial Services • Lombard, Illinois, United States • 101-200 Employees

Forum Financial Management revenue & valuation

Annual revenue	$7,722,430
Revenue per employee	$70,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$24,800,000
Total funding	No funding

Key Contacts at Forum Financial Management

Norm Mindel

Partner, Owner And Co-Founder

Jacqueline Arenas

Director Of Client Services

Company overview

Headquarters	1900 S. Highland Ave.,, Suite 100, Lombard, Illinois 60148, US
Phone number	+16308738520
Website	forumfinancial.com
NAICS	52
Founded	2002
Employees	101-200
Socials

Forum Financial Management Email Formats

Forum Financial Management uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@forumfin.com), used 57.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@forumfin.com	82.5%
{first name}{last name}	johndoe@forumfinancial.com	6.2%
{last name}{last name}	doedoe@forumfin.com	7.5%

About Forum Financial Management

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.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Partner

Manager

Employees by Department

Forum Financial Management has 61 employees across 9 departments.

Departments

Number of employees

Funding Data

Forum Financial Management has never raised funding before.

Forum Financial Management Tech Stack

Discover the technologies and tools that power Forum Financial Management's digital infrastructure, from frameworks to analytics platforms.

Onsen UI

Mobile frameworks

reCAPTCHA

Security

Underscore.js

JavaScript libraries

Swiper

JavaScript libraries

lit-element

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

Animate.css

UI frameworks

Hotjar

Analytics

lit-html

JavaScript libraries

Zendesk

Documentation

jQuery Migrate

JavaScript libraries

Frequently asked questions

Forum Financial Management is located in Lombard, Illinois, US.

You can reach Forum Financial Management at +16308738520.

Forum Financial Management generates an estimated annual revenue of $7,722,430. This revenue figure reflects the company's market position and business performance in its industry.

Forum Financial Management has an estimated valuation of $24,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Forum Financial Management was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Forum Financial Management has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Forum Financial Management

Norm Mindel

Partner, Owner And Co-Founder

Jacqueline Arenas

Director Of Client Services

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