Forum Financial Management grows to more than $3.6 billion under management with the addition of Lamia Financial Group, a wealth management firm located in Thousand Oaks, CA with $281 million under management, and Vantage Point Advisors, located in Salt Lake City, Utah with $97 million under management.
Photos: The team at Thousand Oaks with Forum Partner Christopher A. Lamia (pictured second from right) and Forum Partner Barbara J. Ray.
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