Overview
Assets Under Management: $276 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL FORUM, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307740), FINANCIAL FORUM, INC. is subject to fiduciary duty under federal law.
FINANCIAL FORUM, INC. is headquartered in SPOKANE, WA.
FINANCIAL FORUM, INC. serves 76 high-net-worth clients according to their SEC filing dated December 05, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL FORUM, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL FORUM, INC. manages $276 million in client assets according to their SEC filing dated December 05, 2025.
According to their SEC Form ADV, FINANCIAL FORUM, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.41
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,987
Discretionary Accounts: 1,987
Regulatory Filings
CRD Number: 307740
Filing ID: 2032314
Last Filing Date: 2025-12-05 13:23:08
Website: 0