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Andrew Jason Alter

Forum Financial Management, LP

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About Andrew Jason Alter

Andrew Alter is a financial advisor currently registered with Forum Financial Management, LP. Andrew has been in the financial industry since November 2011. Andrew is a Certified Financial Planner and Personal Financial Specialist, and holds a series 65 license. Andrew specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Andrew has a CPA and tax practice through Alter Financial Group, LLC, and also oversees staff for tax preparation.

Firm Information

Andrew Alter is currently registered with Forum Financial Management, LP. Forum Financial Management, LP is an investment advisor headquartered in Lombard, IL. With over 100 investment advisor representatives and over 30 licensed agents, the firm manages over $8.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charities, pension plans, and other investment advisors. The firm provides financial planning, portfolio management, and pension consulting services.
Forum Financial Management, LP

1900 SOUTH HIGHLAND AVENUE

LOMBARD, IL 60148

$8.53B

Assets Under Management

Not reported

Total Clients

95

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Alter’s Registration & Firm History

NJ

05/11/2022 - Present

Forum Financial Management, LP (MANALAPAN NJ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Jason Alter.
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