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Assistant Vice President · Forum Private Client Group

Benjamen M. Banks

CRD 5124959 · Named on Form ADV at one SEC-registered adviser

At a glance

Forum Private Client Group, an SEC-registered wealth manager based in Fishers, IN with $403 million in regulatory assets, lists Benjamen M. Banks on its Form ADV as Assistant Vice President, a control person.

Firms and roles

AtlasMembers

Benjamen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.