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CRD#: 30867

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for FORUM CAPITAL MARKETS LLC Comes From

Understanding the Statistics for FORUM CAPITAL MARKETS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Established
Delaware since 11/18/1997
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FOUNDERS FINANCIAL GROUP L.P.MEMBER
BOYD, MICHAEL ANTHONYMANAGER, MEMBER OF EXECUTIVE COMMITTEE27695
DEVOE, STEPHEN JOSEPHCOO, CCO, MEMBER OF EXECUTIVE COMMITTEE1456663
DIAMOND, LAWRENCEFINOP1174631
GRANT, ERIC ENGLANDMEMBER OF EXECUTIVE COMMITTEE701067
PURKEY, HAROLD LEEPRESIDENT AND MEMBER OF EXECUTIVE COMMITTEE601809

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Advisor's working at FORUM CAPITAL MARKETS LLC

SS
AdvisorCheck Check Mark

Steven Todd Schmidt

Steven T Schmidt, Steven Schmidt
IAR
RR
CRD#: 6023611
CFP®: Certified Financial Planner
Location:
St Louis Park, MN 55426

Registered Affiliation(s):LPL ENTERPRISE, LLC

Disclosures:
Experience:
14 years
SM
AdvisorCheck Check Mark

Susanna Markari

Arshalous Susanna Tshabourian, Susanna Tshabourian
RR
CRD#: 6065857
Location:
La Canada Flintridge, CA 91011

Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC

Disclosures:
Experience:
13 years
John Edward Krehbiel
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John Edward Krehbiel

IAR
CRD#: 6924869
CFP®: Certified Financial Planner
Location:
Satellite Beach, FL 32937

Registered Affiliation(s):KREHBIEL FINANCIAL LLC

Disclosures:
Experience:
8 years
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