Juan
Ros
Forum Financial Management, Lp
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About this Advisor
Juan Ros is a financial advisor based in Thousand Oaks, California, working with Forum Financial Management, Lp. Juan has previously held positions at Lamia Financial Group, Inc, Forum Financial Management, Lp, Financially Zen, LLC, Mary Ann Liebert, Inc, and American Institute Of Philanthropic Studies. Juan is registered to provide services in Arizona, California, and Texas. Currently, Juan is part of Forum Financial Management, Lp, which operates out of Thousand Oaks, California. The firm has 48 offices and 140 employees. Forum Financial Management, Lp manages $9.0 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. Forum Financial Management, Lp offers asset-based and fixed fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Forum Financial Management, Lp Brokerage Details
$9,030,636,924
140
21,456
$420,891
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Juan Ros Work History
Forum Financial Management, Lp
Financially Zen, LLC
Forum Financial Management, Lp
Mary Ann Liebert, Inc
American Institute Of Philanthropic Studies
Lamia Financial Group, Inc
Disclosures
Please visit the SEC profile of Juan Ros to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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