Menlo Park, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$7,105,200,197
ClientsTotal clients
5,622
AdvisorsAdvisors at this office
2
Of 116 advisors across 43 offices
Location
1100 Alma Street, Suite 200
Menlo Park CA 94025
Advisors at this office
2
Advisors at this office
Julie S
CFP®, Series 65
Menlo Park, CA
Forum Financial Management, Lp
Julie Schatz is a CFP® with 22 years of industry experience and is currently an advisor at Forum Financial Management, LP. She previously worked at Investor's Capital Management, LLC for 17 years. Outside of her advisory role, she serves on the board of directors for ChemGrout Inc., a manufacturing company specializing in grouting equipment. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm manages model portfolios primarily using DFA institutional mutual funds and ETFs, operating with a Modern Portfolio Theory approach.
Jennifer C
CFP®, Series 63, Series 65
Menlo Park, CA
Forum Financial Management, Lp
Jennifer Cray is a CFP® professional with 21 years of industry experience. She has worked at Forum Financial Management, LP since 2023 and previously spent 17 years at Investor's Capital Management, LLC. Outside of her advisory role, she is a member of F.A.M. LLC, providing management services under a service agreement with Forum Financial Management. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs based on Modern Portfolio Theory.
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