FORUM INVESTMENT ADVISORS LLC
CRD #105453 SEC #801-31487 PORTLAND, ME 207-553-7110
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
5
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2007 | $925.4M | $925.4M | $0 | 5 | -- |
| Feb 2006 | $1.4B | $1.4B | $0 | 5 | -- |
| Feb 2006 | $1.4B | $1.4B | $0 | 5 | -- |
| Jan 2006 | $1.4B | $1.4B | $0 | 5 | -- |
| Dec 2005 | $1.9B | $1.9B | $0 | 5 | -- |
| Sep 2005 | $1.9B | $1.9B | $0 | 5 | -- |
| Jun 2005 | $1.9B | $1.9B | $0 | 5 | -- |
| Jan 2005 | $1.3B | $1.3B | $0 | 5 | -- |
| Aug 2004 | $1.3B | $1.3B | $0 | 5 | -- |
| May 2004 | $1.3B | $1.3B | $0 | 5 | -- |
| Jan 2004 | $1.3B | $1.3B | $0 | 5 | -- |
| Jan 2004 | $1.6B | $1.6B | $0 | 5 | -- |
| Apr 2002 | $2.6B | $2.6B | $0 | 5 | -- |
| Mar 2002 | $2.6B | $2.6B | $0 | 5 | -- |
DateJan 2007
Total AUM$925.4M
Discretionary$925.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees5
Clients--