Forum Financial Achieves Success Outside of the Traditional “RIA Consolidator” Model

Forum Financial Management grows to more than $3.6 billion under management with the addition of Lamia Financial Group, a wealth management firm located in Thousand Oaks, CA with $281 million under management, and Vantage Point Advisors, located in Salt Lake City, Utah with $97 million under management.

Read full press release

Photos: The team at Thousand Oaks with Forum Partner Christopher A. Lamia (pictured second from right) and Forum Partner Barbara J. Ray.

 

By clicking on a third-party link, you will leave the Wealth Advisor Alliance website. We are linking to this third-party site to share information in a different format and is for informational purposes only. However, we cannot attest to the accuracy of information provided by this site or any other linked site and do not endorse the site sponsors or the information or products presented there. Privacy and security policies may differ.