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Nirav Rajen Batavia

Forum Financial Management, LP

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About Nirav Rajen Batavia

Nirav Batavia is an investment advisor representative at Forum Financial Management, LP. Nirav holds Series 3, 7, 55, and 63 licenses, as well as a Series 65 license. Nirav has been in the industry since 2003 and has prior experience with Citigroup Global Markets Inc.. Nirav is also the Chief Executive Officer and President of Owl Technologies, LLC, a technology development and licensing company. Nirav Batavia is dedicated to providing clients with comprehensive financial planning services, including portfolio management for individuals and businesses, as well as pension consulting.

Firm Information

Nirav Batavia 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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Nirav Batavia’s Registration & Firm History

IL

11/04/2014 - Present

Forum Financial Management, LP (LOMBARD IL)

NY

10/15/2003 - 02/11/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/27/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2003

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/22/2003

Series 3 - National Commodity Futures Examination

BC

Issued 10/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nirav Rajen Batavia.
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