Overview
Assets Under Management: $135 million
Headquarters: PORT ANGELES, WA
High-Net-Worth Clients: 43
Average Client Assets: $1.8 million
Frequently Asked Questions
FORS FINANCIAL 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 #335705), FORS FINANCIAL is subject to fiduciary duty under federal law.
FORS FINANCIAL is headquartered in PORT ANGELES, WA.
FORS FINANCIAL serves 43 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, FORS FINANCIAL offers financial planning and portfolio management for individuals. View all service details ↓
FORS FINANCIAL manages $135 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, FORS FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.66%
Average Client Assets: $1.8 million
Total Client Accounts: 529
Discretionary Accounts: 529
Regulatory Filings
CRD Number: 335705
Filing ID: 2059589
Last Filing Date: 2026-03-03 16:37:52