Eric
Hrebic

Forum Financial Management, Lp

CRD#5490093
Investment Advisor
in Lombard, IL

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About this Advisor

Eric Hrebic is a certified financial planner who works in Lombard, Illinois, with 3 years of relevant experience. Hrebic is currently employed by Forum Financial Management, Lp. Throughout their career, Hrebic has worked at 606 Wealth Management, LLC, Lowery Asset Consulting and Forum Financial Management, Lp. Hrebic is approved to work in Illinois and Texas. Forum Financial Management, Lp is a registered investment business headquartered in Lombard, IL. The firm has offices in 43 locations and a total of 125 financial advisors. It controls $7 billion in total assets across its 19,601 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 17 charitable organizations. Of its 19,601 customer accounts, 23% are held by high-net-worth clients who have greater than $1 million in investable assets. Forum Financial Management, Lp offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees depend on which service is provided. Fee types charged by Forum Financial Management, Lp typically consist of asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

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

Office Location

1900 South Highland Avenue Suite 100
Lombard, IL 60148

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Forum Financial Management, Lp Brokerage Details

Total Assets Under Management

$7,005,564,651

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

125

IL Average: 44
Total Number of Accounts

19,601

IL Average: 2,564
Average Account Size

$357,409

IL 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

Eric Hrebic Work History

Eric has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Forum Financial Management, Lp

2019 - 2020 (1 year)

606 Wealth Management, LLC

2009 - 2018 (9 years)

Lowery Asset Consulting

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Hrebic 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

Zachary Mindel
Anacortes, WA
Jack Grzenia
Oak Brook, IL
Steven Minturn
Denver, CO
Phillip Morgan
Lombard, IL
Karma Forrestal
Lombard, IL
Daniel Drallmeier
Lombard, IL
Alfred Marwede
Lake Forest, IL
Nedal Halawa
Lombard, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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