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Vincenzo Nardi

Forum Financial Management, LP

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About Vincenzo Nardi

Vincenzo Nardi is an investment advisor representative with Forum Financial Management, LP based in Lombard, IL. Vincenzo is registered with the state of Illinois since May 2018 and Texas since January 2023. Vincenzo holds a Series 65 license. Vincenzo's firm, Forum Financial Management, LP, has been in business for over 10 years and is a leading provider of financial planning, portfolio management, and pension consulting services. The firm serves a diverse clientele, including individuals, families, businesses, and charitable organizations. Vincenzo specializes in helping clients achieve their financial goals through a variety of investment strategies. Vincenzo is committed to providing his clients with personalized and comprehensive financial advice.

Firm Information

Vincenzo Nardi 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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Vincenzo Nardi’s Registration & Firm History

IL

01/24/2023 - Present

Forum Financial Management, LP (LOMBARD IL)

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Licenses & Designations

IA

Issued 03/26/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vincenzo Nardi.
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