Brandon
Meyer

Forum Financial Management, Lp

CRD#7797514
Investment Advisor
in Sonora, CA

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About this Advisor

Brandon Meyer is a financial advisor based in Sonora, California, working with Forum Financial Management, Lp. Brandon has previously held positions at Meyerpink Law, Llp, Mp Capital Management, Inc, Tuolumne Me-Wuk Tribal Council, and Forum Financial Management, Lp. Brandon has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Brandon is part of Forum Financial Management, Lp, which operates out of Sonora, California. The firm has 48 offices and 145 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Forum Financial Management, Lp includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

945 Morning Star Drive
Sonora, CA 95370

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Forum Financial Management, Lp Brokerage Details

Total Assets Under Management

$8,531,276,819

CA Average: $6,674,516,078
Total Number of Employees

145

CA Average: 44
Total Number of Accounts

21,698

CA Average: 2,564
Average Account Size

$393,183

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Brandon Meyer Work History

2024 - Present (1 year)

Forum Financial Management, Lp

2022 - Present (3 years)

Meyerpink Law, Llp

2023 - 2024 (1 year)

Mp Capital Management, Inc

2005 - 2022 (17 years)

Tuolumne Me-Wuk Tribal Council

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Disclosures

Please visit the SEC profile of Brandon Meyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Forum Financial Management, Lp

Steven Minturn
Lombard, IL
Raleigh Smith
Miami, FL
Jack Grzenia
Lombard, IL
Heidi Verbiscer
Lombard, IL
John Schultz
Lombard, IL
Jeffrey Spokas
San Diego, CA
Christopher Lamia
Thousand Oaks, CA
Nicole Campbell
Saint Charles, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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