Overview
Assets Under Management: $342 million
Headquarters: FISHERS, IN
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Frequently Asked Questions
FORUM SOLUTIONS GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143075), FORUM SOLUTIONS GROUP, LLC is subject to fiduciary duty under federal law.
FORUM SOLUTIONS GROUP, LLC is headquartered in FISHERS, IN.
FORUM SOLUTIONS GROUP, LLC serves 97 high-net-worth clients according to their SEC filing dated June 26, 2025. View client details ↓
According to their SEC Form ADV, FORUM SOLUTIONS GROUP, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FORUM SOLUTIONS GROUP, LLC manages $342 million in client assets according to their SEC filing dated June 26, 2025.
According to their SEC Form ADV, FORUM SOLUTIONS GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,307
Discretionary Accounts: 1,217
Non-Discretionary Accounts: 90
Regulatory Filings
CRD Number: 143075
Filing ID: 2000265
Last Filing Date: 2025-06-26 12:35:00
Website: https://gscomplianceconsulting.com